Transferring clients between firms

Help with moving clients between firms

There are three scenarios in which clients can be moved between firms. When linking an unattached client to a particular firm, when bulk transferring clients from one firm to another, and when moving clients between Unique Agency Numbers (UANs) of the same firm.

If you require further information on what we will provide to Information Only Advisers then please follow this link.

How to link a client to a firm
How to bulk transfer clients from one firm to another
How to move client(s) between Unique Agency Numbers of the same firm
Do you support requests from an overseas adviser?