• Overview
  • Setting up a client
  • Maintaining a client
  • Transactions
  • Closing an account
  • Reporting
  • System administration

Maintaining a client

  • Once a client's details have been input, they can be easily amended by selecting the "Amend Client" icon
Screen shot of Clients' Monies Service system, highlighting the Amend Client icon
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Contact your relationship manager to apply for Clients' Monies Service

Please read Legal Information

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