Keeping Us Up To Date: The What, Why, and How

In the fast-paced world of today, changes to your personal details can occur frequently and it’s vital to keep us updated.

The What

Some examples of changes that will help us help you include:

• Address – to ensure we can keep in contact with you
• Email Address -to ensure we can keep in contact with you
• Phone number – to ensure we can keep in contact with you
• Bank Details – to ensure if a withdrawal is urgently required we can send this to the right place

The Why

The importance of keeping us up-to-date with your personal details cannot be overstated. It ensures seamless communication, timely execution of transactions, and, ultimately, effective financial planning. Not doing so can lead to missed communications, delays, and will ultimately lead to inaccuracy of the details we hold for you.

The How

Keeping us updated is simple. Make it a habit to inform us of any changes as and when they occur.

We have a very streamlined process for updating your details. It’s a two pronged approach.

Firstly, you will need to contact us to let us know what you would like to update us with. You can do this by either:

• Sending us a message on Filehaven
• Sending us an e-mail or
• Calling the office

Secondly, we need to confirm legitimacy.

• If you call us, then we will need to verify your identify and also ask you to put your request in writing (i.e., e-mail).
• If you e-mail us, then we will need to give you a call to make sure it’s genuine.

We know this might sound silly – but hackers are everywhere. And in having this process, it allows us to make sure that it is actually YOU who is requesting to make the change. And not someone masquerading as you. Your privacy and security is EVERYTHING to us.

At Proposito, we play a crucial role in helping you achieve your financial goals. By keeping us up-to-date with changes in your personal details, you’re ensuring a smooth, effective partnership with us that can lead to your financial success.