The right records.
The appropriate channel.

Do not send identity documents, account details, income records or confidential financial information through a general website enquiry.

Confirm the actual provider

Use the real provider’s published details and understand its role before sharing private information.

Use the appropriate private process

The operating business explains how necessary identity and financial records are supplied and handled. Do not send them through this demonstration.

Clarify the purpose

Ask why the actual information is needed, who handles it and how the relevant process is explained.

Keep the next step connected

Use the actual provider’s agreed contact route for missing documents, changes or questions.

Tell us the general home plan and adviser questions you want to discuss. Financial and identity records belong in the actual provider’s appropriate private process.