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Our firm has just acquired another firm and their clients. The firm has an existing Terms of Business (ToB) agreement in place with NS&I, and Letters of Authority (LoAs) too.
However, we too have these in place with yourselves. What if anything, do we need to do?
The existing ToB that you have in place still stands. However, we will need new LoAs signed by the clients of the firm that has been acquired, and showing your company details on them, to enable your firm to have access to information on their accounts with NS&I.
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Our firm member with admin rights has added myself onto the firm’s access, but I have not yet received my activation email. What should I do?
Please can you ask your firm’s admin user to ensure that your email address has been entered correctly, they will be able to amend this for you if it is not.
Please also check your junk or spam email filter/folder in case our email has been marked as such in error.
If the issue persists, please call the Adviser Helpline on 0800 092 1228 and we can investigate this for you.
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Our only user with admin rights has left the firm without passing on their admin access. Can you advise how we can add a new admin user?
Yes, for this we would need you to send us this request in writing. Please include your firm’s details, the details of the existing user and the new user to be given administration rights.
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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.
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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