The first step for your Pre-FDR Property Session is to confirm or update the personal details.
Once the party has completed the questionnaire you should upgrade to dashboard, if you need instructions to do that you can find them here.
This is how you can update or change the basic details if that needs to happen. You can also dive a little deeper, for instance, you can give them some homework if you want specific documents from them.
You have now successfully added to the client portal that you need paperwork regarding their last bonus payment.
Want more help?
Have you visited our Mediator help page, with a flow chart to help you find the information that you need for the stage that you are at. Click on the laptop image below to visit that page.