Transferring clients between firms

Linking a client to your firm has been made easier with the ‘Link a Client’ service online.

Once you’re logged in, select ‘Servicing’ on the left hand menu and click ‘Client Search’. You can then click ‘Link a Client’ and follow the instructions on screen.

If you have joined another company or are moving clients from one company to another, we will need:

• A completed Transfer of Business form
• Confirmation that the new company will accept the clients
• Confirmation that the previous company will release the clients (if relevant).

You can send us a secure message to request this change, please include details of the old UAN, the new UAN, and any clients to be moved.