on 13-07-2018 13:17
Solved! Go to Solution.
on 13-07-2018 13:21
on 13-07-2018 13:21
on 13-07-2018 13:24
on 13-07-2018 13:29
on 13-07-2018 13:29
It seems pot luck as to how new accounts are set up. So I'm thinking it's purely a matter of either different levels of training or pure apathy on the part of some advisers who deal with new accounts. It shouldn't still be happening after all the feedback we've given over the years.
on 13-07-2018 13:52
on 16-07-2018 14:55
on 16-07-2018 16:46
on 16-07-2018 16:46
Hope that sorts it out for you @jimmybled
on 16-07-2018 18:19
on 16-07-2018 18:19