Case Activation
Pre-activation checklist
✓Custodian application acknowledged (1 of 2)
✓Policies registered (3)
Policies · first valuation
Transact — GIA
1ae5c65c…
GBP 450,000
Vanguard — ISA
6ec97466…
GBP 620,000
Transact — SIPP
e1ad1e21…
GBP 1,800,000
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.