If you are a Third party service provider: How do I view the clients that I am authorised to transact for?

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Accepted Answer

Select the Entity you wish to transact on behalf off after logging in. Select 'Manage Clients' under the 'Third Party (Clients)' tab. You can view a list of clients your entity is authorised to transact for.

If you are a Third party service provider: How do I view the clients that I am authorised to transact for?

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