Case Activation
Pre-activation checklist
○Custodian application acknowledged (0 of 0)
✓Policies registered (2)
Policies · first valuation
Hargreaves Lansdown — ISA
7af3ebe9…
GBP 85,000
Standard Life — PENSION
96d39357…
GBP 340,000
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.