How can we help?
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Can SIPP providers have access to the online service?
No, currently SIPP providers cannot use the service. This is the first iteration of this service and we will look to enhance it further as we go forwards. As part of this ongoing review, we will review the access given to SIPP providers.
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Can Networks have access to the online service?
The service is designed for ‘Financial Advice Firms’ including appointed representatives (Members) of Networks. It is normally the (Network Member) firms that provide Financial Advice not the Network itself. For the Network to use the service we would need a Letter of Authority including details of the Network.
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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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Why aren’t trust accounts shown in the online service?
This launch represents the first iteration of the service, with various other enhancements planned for the future.
However, information on accounts held in Trust can be obtained via the phone service.
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My client has a joint account which is not visible, why is this?
We need a separate signed Letter of Authority from each individual in order to display details of a joint account.
A small number of joint accounts require instructions from both holders to transact – these cannot be viewed using the online service. This is something which we are looking at and hope to change this in future releases.
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