How to: Transfer-in from IFA Firm to IFA Firm within the Hubwise Platform: New IFA Firm & Existing IFA Firm

Created by Corinne O'Brien, Modified on Fri, 28 Jun at 12:56 PM by Rohith Krishna

Clarification of process where an investor wishes to move from one IFA Firm to another IFA firm on the Hubwise Platform 


Please do make the investor aware that they have an obligation as per the T&Cs to update their previous IFA that they are leaving.

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