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What's involved in making the move?

We know that changing licensees is one of the biggest moves you’ll make. That’s why we make the process of transitioning as easy as possible for you, your staff and your clients.

Our dedicated team work with you to build a tailored project plan, providing regular reporting to keep you on track.

The Transitions team will:

  • Oversee your application and authorisation preparation
  • Work with you to communicate the changes to your clients
  • Manage the transfer of your clients’ accounts and fees with product providers
  • Transition your fee disclosure statement process
  • Ensure your software migration and set-up is completed
  • Work with other BT resources to plan your induction and any other training you may need