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Can two firms have access to the same client’s information?
Yes, but we would need two separate Terms of Business Agreements, and two separate Letters of Authority from the client.
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Can we set up multiple ‘super-users’ on the system?
Yes, but not during initial registration.
The system will only generate one automated registration email. However, once the first ‘super-user’ has registered they will be able to register other ‘super-users’, and grant them full admin rights. The ‘super-users’ can then add other staff with normal access.
Having multiple ‘super-users’ would be particularly useful for the larger advice firms with more than one office, or to cover absences.
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Do I need a Letter of Authority for every client?
Yes, we will need a Letter of Authority for each client. In the case of joint holdings, each individual must supply a separate signed Letter of Authority. You must use the NS&I template for this, no other templates will be accepted.
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Do I need a ‘Terms of Business Agreement’ for every client?
No, just one ‘Terms of Business Agreement’ is needed per advice firm.
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