Model access for viewing and editing is dictated by your permissions access on our systems. These are set when a model is created and users who are granted 'edit' permissions can change these on an ongoing basis.
At migration we encountered issues where the permissioning of models on the old platform differed from the FNZ system, this led to permissions being restricted further than they were prior to migration. To resolve this, changes were made to allow:
However, it does not allow:
- All advisers in your firm to be able to view and transact on the models
- All advisers to be able to buy into the Models for new customers / business
- Newly added advisers to edit the model, although they can still copy a model
Where there are still permission issues, the primary route to resolution should be to ask the individual who is listed on the system to edit the model and change the permissions. If this isn’t possible then copying the model will allow different permissions to be set for the copy. Access can be set to Paraplanners and Admin.