Across
- 4. What will you find on manage movements?
- 5. Age where a client cannot invest anymore into a SIPP.
- 6. What is the status updated to when a transfer is accepted via altus?
- 9. What will the IFA need to do in order to raise cash without instigating a rebalance?
- 10. the age a client has to be to drawdown a SIPP.
- 12. The PDF that can be printed for a client to sign
- 13. Income reinvest and surplus cash
Down
- 1. What column of the transfers report will you find a transfer update?
- 2. What can't be protected by a ring fence?
- 3. How long is it before we chase a transfer by phonecall?
- 7. The system that runs in the background of Hubwise.
- 8. The system that we review tickets on.
- 11. Algorithm which ensures enough money is held back for fees and regular withdrawals.