Follow the steps below to access this new service:
1. Simply log on to the Adviser Site and click ‘Self-Service’ to enter the Self-Service portal
2. Enter the client name or policy number in the search function and, where you have authority, you will see an ‘Update’ button next to the policy holder’s address, credit card and bank details
3. Click on this button to bring up a new window where you can amend their details as necessary
For detailed instructions on how to use these new features, a User Guide is available by clicking ‘Help’ at any stage in the process, or download a copy of the Adviser Self-Service User Guide now.