Adviser bemused after SJP asks him to post or fax client request despite series of emails
For security reasons
An adviser was left frustrated after St. James’s Place (SJP) advised he either fax or post an information request, despite a series of emails leading up to the request.
4 Financial Planning founder and financial planner Ian Else told Professional Adviser that a client of his had requested some information regarding a pension transfer via email. On 5 October, Else sent...
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