Case Activation
Pre-activation checklist
○Custodian application acknowledged (0 of 0)
✓Policies registered (3)
Policies · first valuation
Vanguard — ISA
edc0b402…
GBP 28,000
Vanguard — ISA
dfbba5db…
GBP 42,000
Aviva — SIPP
53c961c1…
GBP 215,000
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.