Accessing Self-Service will allow you to update your client’s address, their bank and credit card details, lodge cases to decrease and remove benefits, suspend premium payments, review loadings and exclusions and much, much more.
So how is it done?
Just follow these 3 simple steps:
- Download the Financial Adviser Authority Form via the Procedures & Forms -> Adviser Forms & Documents on the Adviser Site
- Have said form signed and dated by your client
- Email it to email@example.com and we will handle the rest
Once we have added the Authority you will be ready to go, hopefully providing yourself and your client an easier time and smoother process in doing business.