FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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FAQ

Question:

Who in my firm will be able to view...

Answer:

Each Wealth Interactive user will have their own roles and permissions. Who can see your client data will be based on these permissions. Access can be allocated to your administrator and manager. This control resides within your firm.

Financial Adviser Verification

The content of this site is for advisers only. It is not for the use of Hong Kong advisers. You can change the regional content by selecting a region from the drop down box in the top right-hand corner.