Our platform offers online validation and self-certification, ensuring processes can be completed correctly first time. You can submit straight-through applications online, this can save you five days or more, gives you real-time feedback, and allows you to track progress online.
The following are some of the straight-through processes available:
- A quick and easy online Bed & ISA process
- Pension cash or Re-Reg transfer-in requests where the ceding scheme is
Origo enabled - Online one-off customer withdrawals of up to £75,000 for accounts held in a customer’s sole name
- Add and update adviser fees - there’s no need to send us the hard copy of the client’s fee instruction. You just have to keep a copy on your file
- Set up and amend Direct Debit and regular withdrawal instructions
- An enhanced Expression of Wish, including cascading nominations, can be instructed online without sending us any paperwork
- Crystallise up to £300,000 (£75,000 tax free cash)
- We also accept online instructions for GAD reviews, merging flexi-access drawdown sub accounts, and moving from capped to flexi-access drawdown
- Validate a client’s bank account.