We’ve made a few updates to make it easier to use our digital tools for advice fee consent, including:
- Enhancements to the email requests clients receive, making it easier for your clients to follow key instructions
- New prompts to guide you through continuing advice fee arrangements
- Hiding unnecessary fee types, based on the information you’ve already completed
To access our digital consent tools, select Accounts > Consent Management. For more information – including demo videos and FAQs, check out the dedicated Fee Consent Process section on SupportHUB.