Can I bulk switch and redirect clients in models?

Yes, to access you would need to launch Platform Services, access the "Model Portfolios" area and click on "Bulk Switch / Redirect". For assistance please email

Note that any clients invested in a model portfolio which is trading will be listed at the top of the page as part of the process. These clients cannot be processed using the bulk switch tool whilst the model trade is in flight - the system will prompt you to either wait until the trades have settled and then key using the Bulk function, or go to each individual client and process the switch at client level, which will then queue up behind the existing model trade.

Note that the redirect of regular premiums cannot be processed as part of the switch when keying the switch at individual client level. To redirect at client level, access the "contributions/contributions & withdrawals" section and edit as appropriate.