Case Activation
Pre-activation checklist
○Custodian application acknowledged (0 of 0)
✓Policies registered (4)
Policies · first valuation
AJ Bell — ISA
dd0251c6…
GBP 85,000
Vanguard — ISA
0e421861…
GBP 85,000
Aviva — PENSION
00ec19c9…
GBP 70,000
NHS Pension Scheme — PENSION
67ed3752…
GBP 95,000
Record the opening valuation for each policy before activating. This is not required to activate.
Activate case
Activation creates the Ongoing Service Agreement artefact, schedules the first Annual Review task (due in 12 months), and sends a portal welcome message to the client.
Requires at least one acknowledged custodian application.