How can I set up an Octopus Choice IFSA for my client?

In the 'My clients' section of your adviser page, click the 'create IFISA' button next to the client’s name and follow the instructions.

Your client will receive an email asking them to log in to their account and confirm the IFISA terms and that they're happy to continue. Once that's done, their IFISA will be ready for investment.

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