Moving season is here! Make sure your clients’ address is still correct or update it in just a few clicks in your Advisor Centre.
Your clients can also update their address themselves in My Client Space. You’ll be automatically notified through Business Tracker.
If they’re not registered yet, now is the perfect time to invite them to create an account.
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Support my clients in creating their Client Space
Even more self-service features
In addition to address updates, your clients can also complete several transactions on their own for their insurance or savings contracts, including:
- Updating banking information;
- Changing payment withdrawal dates;
- Updating contact details (phone number, email, language).
And don’t forget: your clients can also make contribution to their savings plans on their own, through My Client Space!
