Merging unsellable Orca AC loans into personal AC account
Feb 27, 2020 12:13:43 GMT
jo and Ace like this
Post by martinhdir on Feb 27, 2020 12:13:43 GMT
Hi.
Following on from Stuart’s post on the 24th Feb, I am now able to confirm the good news that, even though ORCA Money (OM) are no longer able to support you with the operation of the Assetz Capital (AC) Account they created on your behalf, you will be able to have full access to it via the AC platform. This will allow you to make use of all the AC platform facilities including the ability to directly manage any invested funds.
OM have informed us that they have already sent an email to account holders explaining their situation and highlighting that you need to contact AC directly in order that we can help set up full access to the account for you.
If you haven’t already done so please contact us via Phone – 0800 470 0430, Opt 1, Email - enquiries@assetzcapital.co.uk or via the LiveChat button on the platform and a member of our Customer Service Team will be able to commence the process with you.
In all instances the Customer Service Team Member will provide you with details of any proof of address and proof of Identity documents they need to receive from you and once obtained, they will contact you to complete the process and assist in helping you to set up Two Factor Authentication (2FA) on the account if required.
For the foreseeable future the merging of OM Accounts into existing AC Accounts will not be possible, due to other higher priority platform enhancements, relevant to the majority of investors, taking precedent. But we do hope to be able to offer this facility in the future, even though we aren’t able to specify a timeframe.
If you already have an AC Account, your former OM account will operate independently and become an additional AC account.
Please make the Customer Service Team aware when you contact them if you already have an existing AC Account.
Best regards.
Martin Heelam
Director of Investor Relationships
Following on from Stuart’s post on the 24th Feb, I am now able to confirm the good news that, even though ORCA Money (OM) are no longer able to support you with the operation of the Assetz Capital (AC) Account they created on your behalf, you will be able to have full access to it via the AC platform. This will allow you to make use of all the AC platform facilities including the ability to directly manage any invested funds.
OM have informed us that they have already sent an email to account holders explaining their situation and highlighting that you need to contact AC directly in order that we can help set up full access to the account for you.
If you haven’t already done so please contact us via Phone – 0800 470 0430, Opt 1, Email - enquiries@assetzcapital.co.uk or via the LiveChat button on the platform and a member of our Customer Service Team will be able to commence the process with you.
In all instances the Customer Service Team Member will provide you with details of any proof of address and proof of Identity documents they need to receive from you and once obtained, they will contact you to complete the process and assist in helping you to set up Two Factor Authentication (2FA) on the account if required.
For the foreseeable future the merging of OM Accounts into existing AC Accounts will not be possible, due to other higher priority platform enhancements, relevant to the majority of investors, taking precedent. But we do hope to be able to offer this facility in the future, even though we aren’t able to specify a timeframe.
If you already have an AC Account, your former OM account will operate independently and become an additional AC account.
Please make the Customer Service Team aware when you contact them if you already have an existing AC Account.
Best regards.
Martin Heelam
Director of Investor Relationships
