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Assets received

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Actions post assets being received

Once the assets have been received on the platform and the case has completed, it’s important to remember to do several actions:
 

  • Enter acquisition costs into the system to ensure capital gains information can be calculated going forward.
  • Set up or amend any adviser/DFM ongoing fees.
  • Set up any regular savings plans for clients.
  • Set up any regular withdrawal plans for clients.
  • Carry out any rebalancing required.
  • Link any drawdown accounts to any required model portfolios.
  • Have Expressions of Wish been set up for all clients? 

Supporting you when assets are received

To support you whilst completing the actions mentioned above, we have some helpful videos and guides which will navigate you through our processes:

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