Following the successful migration of your clients from PortfolioOne to Grow Wrap in December 2020, we provided a grace period for accepting PortfolioOne branded forms from migrated clients.
On 14 February 2021, this grace period for accepting PortfolioOne branded forms will end. You and your clients will need to submit all requests on Grow Wrap forms from 15 February 2021.
You can find copies of all Grow Wrap forms here.
If you need further information, please contact us on 1800 095 825.