The Adviser Management Screen can store multiple adviser details for supported Wraps and Platforms. Authority forms can be printed from this screen at an adviser level allowing you to grant authority for multiple funds under the same adviser account at once. See below on how to add the adviser details and prepare the authority form. This example uses the BT Wrap feed.
- From the Feed Management screen, select Advanced Options & Reports.
- Select Provider Settings
- Select Add New Adviser.
- Input the Adviser Display Name and Adviser Code (F Code).
- Select Save. The Adviser details will appear in the management screen.
- Select Prepare Form to produce the Authority Form.