The ITC Client Portal contains the following features:
· Summary of scheme assets
· Document repository for key documents such as client annual scheme reports
· Facility to complete a trustee meeting online
· AML document upload facility
· Live bank account balance with transaction visibility
Updated on
Nov 30, 2023
Business
Data safety
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Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.