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Data Feeds: importing authorisation letters

How can I get my authorisation letter into Commspace?

Amanda de Bruyn avatar
Written by Amanda de Bruyn
Updated over a week ago

Authorisation letters are documents that authorises Commspace to process the data feeds on your behalf.

If you have pre-existing authorisation letter(s), still valid within the latest 3-month period, that you wish to capture on Commspace, you can import it.

Step 1: Navigate to Office Settings > Authorisation Letters

Step 2: Select the applicable Key Individual, or add a new option

Step 3: Select the applicable provider's Authorisation Letter

Note: if your authorisation letter is not specifically for Allan Gray, Nedgroup, Old Mutual or PPS Investments, please select "Standard Authorisation Letter"

Step 4: Select the documents from your local device

Step 5: Punch in the Signed Date - the date on which the authorisation letter you're uploading has been signed.

Note: ensure this date is correct, as letters will have to be updated every 3 months

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