How to stop group change process in case client retained?
In case your client is retained with existing Sub broker, partner need to share client consent in AAA help under below tagging OR inform your client to mail cs team from registered mail id to stop the Group Change within Turn Around Time of 4 working days.
FAN Team>FAN Modification>Group Change Process
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Can we process group change for freezed client?
You need to First follow unfreeze process post which client group change request can be initiated.
What is the process of Group Change?
Client needs to send mail to cs@iifl.com from his/her registered email id mentioning his/her requirement including New Sub broker code/RM code OR Sub Partner/Relationship. Manager can also raise a request in AAA help attaching the scan images of ...
What is the process for Client Group Change ?
Kindly guide client to mail to "cs@iifl.com" from his/her registered email id mentioning his/her requirement including New Sub broker code/RM code OR Sub Partner/Relationship Manager can also raise a request in AAA help attaching the scan images of ...
Can we process group change for Dormant client?
Yes, Group change can be processed even if your client is dormant .
How to change client Brokerage?
You can change client brokerage plans through AAA login (aaa.indiainfoline.com) >>More options >> Request >>click on Brokerage Request and change the Brokerage as per this slab and your Relationship Manager will get this approved. Please note if ...