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How can I check I have completed a complex products questionnaire?

To check if you have completed a complex products questionnaire, please;

  • Log in to your account
  • Just above the table showing your account(s) and its value, you will see a number of links. Click the ‘Account Settings’ link towards the right hand side of the screen
  • Click the ‘Share Dealing and Live Prices’ option on the left hand side

This will show whether you are currently able to deal complex investments, as well as offering the option to complete a complex products questionnaire if required.

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