Have you seen the additional request types available via the Service Request functionality, which were added on 6 August? These enhancements, and the existing functionality available on the Adviser Self Service portal are right at your fingertips!
How do I complete this?
Download the Financial Adviser Authority form via the Adviser Site under 'Procedures & Forms' in the 'Adviser Forms & Documents' section.
Complete, sign and date the form with your client
Return the signed copy to email@example.com and once received, we will update our systems allowing you to make changes for that client going forward