servicecentre.soderbergpartners-wm.co.uk
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Submitted URL: https://servicecentre.soderbergpartners-wm.co.uk/
Effective URL: https://servicecentre.soderbergpartners-wm.co.uk/hc/en-us
Submission: On August 13 via automatic, source certstream-suspicious — Scanned from DE
Effective URL: https://servicecentre.soderbergpartners-wm.co.uk/hc/en-us
Submission: On August 13 via automatic, source certstream-suspicious — Scanned from DE
Form analysis 1 forms found in the DOM
GET /hc/en-us/search
<form role="search" class="search search-full" data-search="" data-instant="true" autocomplete="off" action="/hc/en-us/search" accept-charset="UTF-8" method="get"><input name="utf8" type="hidden" value="✓" autocomplete="off"><input type="search"
name="query" id="query" placeholder="How can we help?" autocomplete="off" aria-label="How can we help?">
<input type="submit" name="commit" value="Search">
</form>Text Content
Skip to main content SÖDERBERG & PARTNERS WEALTH MANAGEMENT SEARCH WELCOME TO THE SÖDERBERG SELF-SERVICE CENTRE! Here we have gathered guides, FAQs, video tutorials and other resources to make sure you as an adviser, admin or paraplanner have everything you need to use the platform. Look through our Knowledge Base below, or use the search field to find what you are looking for. Please note that this information is intended for professional users, for end-clients please refer to your financial adviser. CATEGORIES KNOWLEDGE BASE * Process Guides Here you can find step-by-step process guides to help you throughout the client life cycle, from client registration to succesfull investing and be... * FAQ Quick questions and clear answers! Here you will find an updated list of the most frequently asked questions from our platform users. * Video tutorials Rather see than read? We have produced short video tutorials for the most used processes on the platform. * Platform documents and forms Here you can find all the documents and form relating to the platform and the wrappers we offer, such as Terms & Conditions and Key Feature Documen... * News and updates Here we will keep you updated on the latest developments of the platform, as well as regulatory and company news RECENT ACTIVITY FEES Do you pay cash interest? Article created 1 day ago Number of comments: 0 CLIENT MANAGEMENT How do I flag a vulnerable client? Article created 11 days ago Number of comments: 0 PLATFORM UPDATES Additional support flag for vulnerable clients, effective 02.08.24 Article created 11 days ago Number of comments: 0 REPORTING & DOCUMENTATION When are quarterly statements made available? Article created 19 days ago Number of comments: 0 SELF INVESTED PERSONAL PENSION My client is entitled to enhanced tax free cash - how is this managed in the platform? Article created 1 month ago Number of comments: 0 ... See more items from recent activity DID YOU NOT FIND WHAT YOU WERE LOOKING FOR? GET IN TOUCH! * Send us an email Our Service Centre team is here to help * Give us a call Give us a call at +44 117 463 5100, 9:00am - 5:00pm (Monday to Friday) SÖDERBERG & PARTNERS WEALTH MANAGEMENT LTD * One Temple Quay * Temple Back East * Redcliffe * Bristol Bs16dz COMPANY INFORMATION * FCA number: 995131 * Companies House number: 14035487 * Söderberg & Partners Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority under registration number 995131. You can verify these details in the Financial Services Register. © 2024 Grow Shine Services Pvt. Ltd. All Rights Reserved.