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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? 
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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:

Setting up DFM fees on client accounts

3-min watch

Topping up ISA & Investments and amending regular plans

4-min watch

Managing fixed income and natural dividends

3-min watch

Linking clients to a model portfolio and rebalancing

2-min watch
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