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Advice Refresh (Customers (:star: Annual (:star: Assume No change in…
Advice Refresh
Customers
:star: Annual
:star: Assume No change in circumstances
:star: Assume Accepts same Advice - No retake
Send/save confirmation email
:star: Archive old PIR
Does not retake advice
Retain old PIR
Send comms - no change in advice
Retakes Advice
Financial Situation has changed
New PIR
Rebalance
Re-take Fin Questions
Risk Tolerance has changed
New PIR
Rebalance
Retake Risk Questions
Ad hoc - Call customer service
trigger
Check Advise flag on GDW log in: GDWD-5511
If true show previous summary
Check if there are any changes
Some change in circumstances - re-run advice
Change in model
New PIR
Accept
Send instructions
Reject
Ignore?
No change of model
No new PIR?
Deal with incomplete
Save as you go?
send reminder?
Deal with no response
Report on who?
send reminder email?
Log no response and continue with current investment?
update customer state?
:no_entry:No change in circumstances- No new PIR
Customer Acknowledges
Deal with no acknowledgment
Log/update customer state?
FWE iniitated
SmartComms
Build New PIR
Build notification email
Who
What
How
Customer Service
Initiate advice reassessment - VS/PK
Set re-advice flag: GDWD-5531
Triggers readvice on next log in
get customers advice history?
Send re-advice invitation?
Measures
Prove we have reassessed customer advice at least once in 12 months
Prove advice is still valid if customer situation changes
Compliance
Proposition
APC
Audit
Meet all Regs - don't get fined!
Salesforce UI changes - Seb
Customer Retention