Dear Client,
We are pleased to advise you of our February software updates, which are live as of 9 February 2022.
1. Two new SIPP and SSAS providers.
We have on-boarded Curtis Bank to support their separate SIPP and SSAS products, together with the SSAS product from Day Cooper Day. If you would like to use these products, please contact Curtis Bank / Day Cooper Day in the first instance. With agreement, we can make the products available for investment purposes
2. Bank Accounts.
We have introduced a flag in the portal that denotes the bank account that is “primary”. Where more than one bank account exists for a given investor, it will be the “primary” account that is displayed. Bank details that have been archived will no longer be displayed
3. ISA Applications.
Moving forward and back through the steps in the application process no longer causes the previously subscribed values to be lost
4. Transfer applications.
Changing the ceding party in the Contributions step of the application process no longer causes previously stored values to be lost in the Transfers and Re-registrations step
Should you have any questions then please contact the Customer Services Team via your Freshdesk Account.
Kind regards
Douglas Boyce
Managing Director
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