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All new Elevate clients go paperless by default, unless you deselect this option as part of the new business process. For all clients that are happy to go paperless ensure:
If your client is happy to go paperless, first make sure they have online access to Elevate. Next, you’ll need to arrange for them to opt out of receiving paper. Here are the steps to follow:
Every three months we review which clients have logged into
their account since selecting to go paperless. This is to make sure clients are
able to access their account to view these important documents. Firstly we will
send an email outlining the benefits of going paperless and request they login.
This is why we ask that you provide us with the latest email address for the
client under their read-only access.
If, in a further three months the client still hasn’t logged
into their account, we will write to them providing details on how they can get
their account login details. This means we can make sure they can view their
important documents, such as regular statements and contract notes online. If
clients have further enquiries, we are redirecting them back to their adviser.
If both account holders agree, the account can go paperless. The process is the same as for single account holders. We’ll send an email to each client email address we have for each client account.