Account Options Review

Who this service may help

For people who need to identify an account, locate a current provider, or determine what type of transaction may be available.

What we review

• Review account records and the decision under consideration
• Identify the provider questions that need answers
• Address distribution and tax questions that affect the decision
• Set out the next steps and records to retain

How the review begins

We begin with the account record and the action you are considering, then identify the provider questions and supporting records needed for a clear next step.

Engagement scope is agreed before work begins.