Moving to the new technology means you’ll be given new account numbers. You’ll automatically receive a separate account number for each Collective Retirement Account (CRA), Collective Investment Bond (CIB), Collective Investment Account (CIA) and Individual Savings Account (ISA) you hold with us.
You will also have a new customer reference (sometimes you may see this referred to as your ‘head account’) that some or all of your accounts will be linked to.
Each account will have an account number made up of your customer reference plus a numbered sub-account reference. For example, if your customer reference was AC0001234, your ISA account number might be ISA AC0001234-002 and your CRA may be CRA AC0001234-003.
There may be situations where you will have more than one customer reference and therefore multiple sub-accounts under each, for example, if you have a joint account with someone else or if you currently have two or more CRAs with us. The number of customer references you have does not affect the amount you pay for investing with us.
We’ll tell you your new account numbers in your first statement that you receive from the new system. If you need to contact us in the interim, you can continue to quote your existing account number when you get in touch with us.