Definition of a Client account
A client account is defined as an account that is NOT “linked” for any of the following reasons:
- working portfolio
- fee portfolio
- reserve portfolio
- tax portfolio
- bulk trading portfolio (insurer account for premiums)
- any account linked to ongoing fee types or withdrawal fee types on a product
- any account linked for transaction fees on a dealer
Last Updated on 5 years ago by Antoinette Van Meyeren