In an ongoing effort to strengthen our security and meet industry best practices in asset protection, a review of the access that you delegate to colleagues and subordinates will now be required on a regular basis.
Here are new features in the Advisor Centre:
To prompt you to take action right away, all delegations will show as expiring after 1-year if access has not been reviewed
All delegations that have not been renewed before the 1-year expiry date will be cancelled
Indicators will show your active delegations that require the most urgent action
Be proactive and remember to renew your delegations. All it takes is a few clicks!
Questions about delegating access in the Advisor Centre?
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