Advisers to be given On-line Access

09-02-2010

We are pleased to announce that we are now in a position to offer advisers on-line access to client records. Information that can be viewed includes:

• Clients’ personal and employment details
• Contribution and transfer details
• Bank account transactions
• Investments / Holdings

This on-line access is currently being rolled out to all advisers with existing cases. Some of you may already have access, however for those of you who have not heard anything yet, we will be in contact in due course with further information on this.

Advisers will be given their own username and password which will allow them to access their client portfolios. A simple user guide will also be provided when the password is issued.