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8th April 2016
BRI's New Bank Account Procedure

If you are looking to transfer money from your BRI portfolio to a different bank account or to a third party, or wish to notify us of a change of bank account, we request that you formalise this in writing and include evidence of the proposed bank account, such as a copy of a cheque, bank statement or paying in slip. Your written request will then be followed up by a telephone call from your BRI advisor.          

This enhanced approach to due diligence is to ensure that clients of BRI Wealth Management are sufficiently protected against fraudulent claims and advances. If you have any questions concerning the above, please don’t hesitate to contact us.