We believe aiming for fully digital journeys, without any paper, is the right thing to do, for the environment, and to make processes faster and more efficient.
The online application process:
We’ve got a number of online process improvements planned. At the moment, we’re working on:
You’ll hear more from us on this throughout the year.
As a first step, ISA/GIA/TPP will be online-only from 26 April. From this date, you’ll need to submit all applications and transfers for GIA, ISA and TPP, for new and existing clients, via the online new business process on the platform.
If we receive applications or transfers for these products that haven’t been added online, then we’ll ask you to re-submit them via the platform.
The process you need to follow isn’t changing:
Please submit everything you can online. As a quick reminder:
For more information on whether business can be submitted online please see this document.
If you’re submitting business which has elements that can be done online, and elements that can’t, we recommend doing the online elements first.
We know some of our advisers like to use manual forms to capture client data and, in some cases, client signatures. So we’re keeping the client application, ISA transfer and third party transfer forms available. If you do use the forms in this way, don’t forget to enter the application details online as well, as we’ll no longer accept the manual forms alone for processing.
We’re archiving the ISA application form as it’s no longer necessary. To open a new ISA, please use the online new business process. To re-subscribe to an existing ISA, after a break in subscriptions, please give us a call or email so we can update the declaration for you.
For a refresher on submitting business online, check out these resources:
If you’ve got further questions or you want some help getting to grips with the online processes, our Platform Adoption team will be happy to help you.
The information contained in this page is for professional Financial Adviser use only. If you are a private investor, please visit the Private Investor section or contact your Financial Adviser for more information.