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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 settlor is deceased. What information should I provide?
In these cases, ‘Deceased’ should be noted in the settlor’s section.
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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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There is more than one settlor. How should I record this?
If there is more than one settlor, please provide their full details (ie names, addresses and dates of birth) on an additional piece of paper.
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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.
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.
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