Changing advisers
In applying for and using this service you must have an appropriately licensed adviser who is registered with us to assist you with your investment.If you change advisers, you must notify us in writing.
If your adviser is not registered with us, we will seek to assist them in becoming registered. If however, they do not become registered, or for any other reason you do not have a registered adviser:
- we may reject transactions, other than to close your portfolio, and
- if this situation persists past 30 days, we, on 30 days notice, reserve the right to redeem your holdings at current market values, and deduct any outstanding fees, charges and taxes and close your portfolio.
