The Agency Closures Request is used to alert one or more Product Providers of any individuals (usually Advisers) that have left and request that their Agency Codes are discontinued (closed to new business) and access to related client records and services is cancelled appropriately.
You can also request that individual Agencies are closed for reasons other than a leaver, for
example, to facilitate an internal agency rationalisation, clean-up or restructuring exercise.
This screen contains just a single section called Closure Details:
The dropdown list "reason" specifies the reason for the Agency
• Adviser Leaving Firm
• Mortgage Adviser Leaving Firm
The Leaver IRN field only appears if "adviser leaving firm" is selected.
Product Provider Specific Information
The section describes the Product Provider specific data that can be entered for an Agency Closure
If there is a specific set of one or more Agency Codes to close you can optionally enter that information in this data field for each Product Provider