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 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 ...

• 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 ...

• Can we process group change for Dormant client?

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

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

  Client and New Sub broker (for which mapping request raised by client) both will receive the status for raised query for group change on registered email id.