Advisers receive a summary containing details of clients who hold house purchase plans. This mailing ensures that advisers receive copies of the information, as detailed below, that is most important to them and their clients.
Our annual mailing of plan statements to customers start at the end of February. Advisers receive a summary of information for all conventional and unit-linked house purchase plans that are included in our annual mailing.
At the end of each month advisers receive a summary of house purchase plans with anniversary dates the following month (e.g. at the end of May advisers will receive information on plans with anniversary dates in June). This is intended to help advisers prepare in advance for any queries from clients.
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