The purpose of this functionality is to capture information relating to customers with vulnerability which in turn enables us to provide additional support should it be necessary.
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Vulnerability Flags
Please ensure that this flag and any required service adjustments are updated for existing clients with characteristics of vulnerability and are populated for new clients as appropriate. This new field can be found in the ‘Investor Details’ tab.
Please see some screenshots below of the enhancement: |
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For Internal Use Only:
Business Owner Team: Hubwise CS Management Team
Business Owner Contact Details: #csvhubwiseclientservicemanagement@uk.sscinc.com
Note: All Knowledge Base updates are approved by the Business Owner.
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