Firm Request Item Overview
This section describes the data that needs to be entered for each Request Item in a Change of
Details Request, from the ‘select change details’ box you can change details of a firm.
Firm Change Sections:
• Firm Name Details
• Firm Address Details
• Other Firm Details
• Reason for Change
The ‘change type’ box allows you to select one of the following three options:
• Change – Amendments to any details that you wish the Product Provider to update
• New Details – Additional information you wish to have added i.e. another address
• Retired Details – Information you wish to have removed by the Product Provider
Changes to Firm Details Section
The Agency Administration Service allows you to communicate changes to Firm Details and the
type of change you are requesting.
Once you have selected the appropriate options click on ‘Select’ to proceed.
After clicking on ‘select’ to proceed you will now see the page below. Each of the shaded bars may
be clicked on to expand or collapse it as necessary.
In each section the fields in the left column are to be completed with the ‘Updated’ information and the fields in the right column under ‘Existing’ can be completed with the details already held by the Product Providers.
Firm Name Details
This section allows you to update your firms ‘Registered Name’ and ‘Trading Name’ if you wish.
Firm Address Details
One of the following three options may be selected for the Address Type:
• Correspondence
• Remuneration Statement
• Correspondence & Remuneration Statement
Other Firm Details
This section enables you to update Telephone, Email Address, Web Address and Fax Number
Reason for Change
This section captures any additional information that may be of use to Product Providers in
processing this Request Item.
Product Provider Specific Information Section
The section describes the Product Provider specific data that can be entered for a Change of
Details Request.
Change of Bank Details
The Change of Bank Details Request is used to submit a Request to one or more Product Providers to apply changes to one or more sets of Bank Account Details. The Bank Account changes communicated must be those relevant to the receipt of commission payments from Product Providers and are therefore recorded against the Agency records they have setup for your Firm.
Due to their higher security implications Change of Bank Account Details Requests can only be submitted to the Product Providers for processing once they have been approved by an Authorised Signatory User at your Firm.
Request Item Overview
This section describes the data that needs to be entered for each Request Item in a Change of
Bank Account Details Request.
This screen is split into the following sections:
• New Bank Account Details
• Reason for Change
• Previous Bank Account Details
New Bank Account Details Section
This section captures the details of the New Bank Account that are to replace the Previous Bank
Account Details (to be supplied in a later section) on the selected Product Provider Agency
records.
Reason for Change Section
This section captures any additional information that may be of use to Product Providers in
processing this Request Item
Previous Bank Account Details Section
This section captures the details of the Previous Bank Account that are to be replaced by the New
Bank Account Details on the selected Product Provider Agency records.
Product Provider Specific Information
The section describes the Product Provider specific data that can be entered for a Change of Bank
Details Request.