On occasions the actual value of a cash transfer in or a top up will have changed, and without modifying the expectation the incoming cash may not match. On other occasions there may have been a change in decision after the expectation was entered.
For SIPP investments please complete the following information and submit to Fresh Desk on a new ticket using the following title format:
“11 digit* client reference number, client name and adviser firm ”amend SIPP expectation’’
- Account ID
- What the current amount is
- What the new amount is
- Confirm if the funds are still coming from the same bank account
For other investments please refer to the How to amend expectations – Manage Movements in the Portal knowledge base page.
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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