What is the process for Client Group Change ?

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• Can we process group change for freezed client?

  You need to first follow the unfreeze process, after which the client group change request can be initiated.

• How to stop group change process in case client retained?

  In case the client is retained with the client's existing sub-broker, the partner needs to share client consent in AAA Help under the below tagging or inform your client to mail the Customer Service team at cs@iiflcapital.com from the registered ...

• Can we process group change for Dormant client?

  Yes, group change can be processed even if your client is dormant.

• What is the process of Group Change?

  Client needs to send mail to cs@iiflcapital.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 ...

• How to get status of Client group change request raised by client mapped under my group Code?

  The client and the new sub-broker (for whom the mapping request was raised by the client) will both receive the status for the raised query for group change on their registered email IDs.