Submit a referral to Trustestate
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Grant Trustestate access to
To proceed, we require consent to access the client's
financial data. This allows us to:
Provide the requested service
Share progress updates with you
Thank you. Access granted
You've successfully granted Trustestate access to the client's
data. We'll keep you informed with progress updates.
Referral status:
Referred
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What's next?
We'll get in touch with the client, and keep you updated on
progress.
