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Some of the information about my client on the system is incorrect. Why is this and how do I resolve it?
We want to make sure the information we have for you is accurate and up to date.
In the past, we didn’t ask customers for as many personal details as we do today, and we will hold less information for those clients that haven’t registered for our customer phone and online service.
Please encourage your clients to register for our customer online and phone service. They can do so by following this link: https://www.nsandi.com/online-registration
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The link in my activation email is not working, can you advise on what I should do?
Please contact the Adviser Helpline on 0800 092 1228 and they can arrange for a new email to be sent.
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The Terms of Business agreement needs to be completed by a Director or Officer of the firm – what is meant by Officer?
An officer would be a partner, principal or senior manager within the firm whose name appears on the FCA register/Directory.
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We have already completed a Terms of Business agreement and client Letters of Authority for the phone service, do we need to do these again for the online service?
No, you do not need to complete a new Terms of Business agreement and any new client Letters of Authority.
However, we have updated our Terms of Business agreement to reflect the introduction of the new online financial adviser service.
The latest version of the Terms of Business is available to view and download on nsandi-adviser.com.
If you are happy with the changes then you don’t need to do anything or send us any new documents.
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What happens if we don’t receive your client’s instructions by the deadline?
If we don’t receive any instructions from a client by two working days before the Bond matures, their Bond will automatically renew for another term of the same length. The client then has the right to cancel within 30 days of receiving confirmation of their renewed Bond.
Adviser email updates
Adviser email updates offer the quickest, easiest way to stay up to date with the latest news on our products, interest rates and other important developments affecting advice firms.
In order for us to send you adviser email updates, please provide your contact details.