{"id":3965,"date":"2023-10-18T09:51:14","date_gmt":"2023-10-18T09:51:14","guid":{"rendered":"https:\/\/www.wealthtime.com\/advisers\/?page_id=3965"},"modified":"2026-09-29T11:25:02","modified_gmt":"2026-09-29T11:25:02","slug":"literature-hub","status":"publish","type":"page","link":"https:\/\/www.wealthtime.com\/advisers\/literature-hub\/","title":{"rendered":"Literature Hub"},"content":{"rendered":"\n<section id=\"signposts-block_2db5622e64b60243fdb1e8323997d0ec\" class=\" signposts white signpost-bg-transparent\" id=\"signposts-block_2db5622e64b60243fdb1e8323997d0ec\"  >\n\n\t<div class=\"body-push row\">\n\n\t\t<div class=\"grid  layout-75-35\">\n\n\t\t\t<div class=\"col-1\">\n\n\t\t\t\t\n\t\t\t\t\t<h2 class=\"section-title\">How to guides<\/h2>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t<div class=\"content\" data-animate-on-scroll='fade-up'>\n\n\t\t\t\t\t\t<p>These quick reference guides highlight what you need to know when carrying out key processes on the platform.<\/p>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\n\t\t<\/div>\n\n\t\t\n\t\t\t<div class=\"grid signpost-row grid-cols-4 transparent\">\n\n\t\t\t\t\n\t\t\t\t\t\n\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n            \n            \n        <\/div>\n\n    <\/article>\n\n\n\t\t\t\t\n\t\t\t\t\t\n\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n            \n            \n        <\/div>\n\n    <\/article>\n\n\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\n\n\t\t\n\t\t\t\n\t\t\n\n\t\t\n\t<\/div>\n\n<\/section>\n\n\n<section id=\"signposts-block_b946de8ffb7f7d6227d58a1f2a54cb55\" class=\" signposts white signpost-bg-transparent\" id=\"signposts-block_b946de8ffb7f7d6227d58a1f2a54cb55\"  >\n\n\t<div class=\"body-push row\">\n\n\t\t<div class=\"grid  layout-75-35\">\n\n\t\t\t<div class=\"col-1\">\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t<div class=\"content\" data-animate-on-scroll='fade-up'>\n\n\t\t\t\t\t\t<p><strong>Client setup<\/strong><\/p>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\n\t\t<\/div>\n\n\t\t\n\t\t\t<div class=\"grid signpost-row grid-cols-4 transparent\">\n\n\t\t\t\t\n\t\t\t\t\t\n<a href=\"http:\/\/www.wealthtime.com\/advisers\/how-to-add-a-new-client\/\" target=\"_self\">\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-14532\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/Add-a-new-client-Tile.png\" alt=\"\" width=\"216\" height=\"300\" \/><\/p>\n                \n                <\/span>\n\n            \n            \n                <div class=\"button-wrapper\"> \n                    \n                    <p class=\"button black\">\n                        \n                        View now >                        \n                    <\/p>\n                \n                <\/div> \n\n            \n        <\/div>\n\n    <\/article>\n\n<\/a>\n\t\t\t\t\n\t\t\t\t\t\n<a href=\"http:\/\/www.wealthtime.com\/advisers\/how-to-add-a-new-wrapper\/\" target=\"_self\">\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-14536\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/Add-a-new-wrapper-Tile.png\" alt=\"How to Add a new wrapper - Title\" width=\"216\" height=\"300\" \/><\/p>\n                \n                <\/span>\n\n            \n            \n                <div class=\"button-wrapper\"> \n                    \n                    <p class=\"button black\">\n                        \n                        View now >                        \n                    <\/p>\n                \n                <\/div> \n\n            \n        <\/div>\n\n    <\/article>\n\n<\/a>\n\t\t\t\t\n\t\t\t\t\t\n<a href=\"http:\/\/www.wealthtime.com\/advisers\/how-to-submit-a-new-jisa-application\/\" target=\"_self\">\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-14535\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/Submit-a-new-JISA-application-Tile.png\" alt=\"How to Submit a new JISA application - Title\" width=\"216\" height=\"300\" \/><\/p>\n                \n                <\/span>\n\n            \n            \n                <div class=\"button-wrapper\"> \n                    \n                    <p class=\"button black\">\n                        \n                        View now >                        \n                    <\/p>\n                \n                <\/div> \n\n            \n        <\/div>\n\n    <\/article>\n\n<\/a>\n\t\t\t\t\n\t\t\t\t\t\n<a href=\"https:\/\/www.wealthtime.com\/advisers\/how-to-get-an-imago-illustration\/\" target=\"_self\">\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-14541\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/Get-an-Imago-illustration-Tile.png\" alt=\"How to Get an Imago illustration - Title\" width=\"216\" height=\"300\" \/><\/p>\n                \n                <\/span>\n\n            \n            \n                <div class=\"button-wrapper\"> \n                    \n                    <p class=\"button black\">\n                        \n                        View now >                        \n                    <\/p>\n                \n                <\/div> \n\n            \n        <\/div>\n\n    <\/article>\n\n<\/a>\n\t\t\t\t\n\t\t\t\t\t\n<a href=\"https:\/\/www.wealthtime.com\/advisers\/how-to-bank-verification-for-individual-joint-accounts\/\" target=\"_self\">\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15266\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/09\/Complete-bank-verification-for-individualjoint-accounts-Tile.png\" alt=\"\" width=\"216\" height=\"300\" \/><\/p>\n                \n                <\/span>\n\n            \n            \n                <div class=\"button-wrapper\"> \n                    \n                    <p class=\"button black\">\n                        \n                        View now >                        \n                    <\/p>\n                \n                <\/div> \n\n            \n        <\/div>\n\n    <\/article>\n\n<\/a>\n\t\t\t\t\n\t\t\t\t\t\n<a href=\"https:\/\/www.wealthtime.com\/advisers\/how-to-bank-verification-for-trust-company-accounts\/\" target=\"_self\">\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15270\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/09\/Complete-bank-verification-for-trustcompany-accounts-Tile.png\" alt=\"\" width=\"216\" height=\"300\" \/><\/p>\n                \n                <\/span>\n\n            \n            \n                <div class=\"button-wrapper\"> \n                    \n                    <p class=\"button black\">\n                        \n                        View now &gt;                        \n                    <\/p>\n                \n                <\/div> \n\n            \n        <\/div>\n\n    <\/article>\n\n<\/a>\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\n\n\t\t\n\t\t\t\n\t\t\n\n\t\t\n\t<\/div>\n\n<\/section>\n\n\n<section id=\"signposts-block_80cf86daf3c993f6f41948fb027380ca\" class=\" signposts white signpost-bg-transparent\" id=\"signposts-block_80cf86daf3c993f6f41948fb027380ca\"  >\n\n\t<div class=\"body-push row\">\n\n\t\t<div class=\"grid  layout-75-35\">\n\n\t\t\t<div class=\"col-1\">\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t<div class=\"content\" data-animate-on-scroll='fade-up'>\n\n\t\t\t\t\t\t<p><strong>Contributions and transfers<\/strong><\/p>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\n\t\t<\/div>\n\n\t\t\n\t\t\t<div class=\"grid signpost-row grid-cols-4 transparent\">\n\n\t\t\t\t\n\t\t\t\t\t\n<a href=\"http:\/\/www.wealthtime.com\/advisers\/how-to-arrange-top-ups\/\" target=\"_self\">\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-14534\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/Arrange-top-ups-Tile.png\" alt=\"How to Arrange top ups - Title\" width=\"216\" height=\"300\" \/><\/p>\n                \n                <\/span>\n\n            \n            \n                <div class=\"button-wrapper\"> \n                    \n                    <p class=\"button black\">\n                        \n                        View now >                        \n                    <\/p>\n                \n                <\/div> \n\n            \n        <\/div>\n\n    <\/article>\n\n<\/a>\n\t\t\t\t\n\t\t\t\t\t\n<a href=\"https:\/\/www.wealthtime.com\/advisers\/how-to-transfer-gia-to-isa\/\" target=\"_self\">\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-14538\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/Transfer-GIA-to-ISA-Tile.png\" alt=\"How to Transfer GIA to ISA - Title\" width=\"216\" height=\"300\" \/><\/p>\n                \n                <\/span>\n\n            \n            \n                <div class=\"button-wrapper\"> \n                    \n                    <p class=\"button black\">\n                        \n                        View now >                        \n                    <\/p>\n                \n                <\/div> \n\n            \n        <\/div>\n\n    <\/article>\n\n<\/a>\n\t\t\t\t\n\t\t\t\t\t\n<a href=\"https:\/\/www.wealthtime.com\/advisers\/how-to-add-a-transfer\/\" target=\"_self\">\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15263\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/09\/Add-a-transfer-Tile.png\" alt=\"\" width=\"216\" height=\"300\" \/><\/p>\n                \n                <\/span>\n\n            \n            \n                <div class=\"button-wrapper\"> \n                    \n                    <p class=\"button black\">\n                        \n                        View now &gt;                        \n                    <\/p>\n                \n                <\/div> \n\n            \n        <\/div>\n\n    <\/article>\n\n<\/a>\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\n\n\t\t\n\t\t\t\n\t\t\n\n\t\t\n\t<\/div>\n\n<\/section>\n\n\n<section id=\"signposts-block_59747d7eb3021f7e99f3750387ee3775\" class=\" signposts white signpost-bg-transparent\" id=\"signposts-block_59747d7eb3021f7e99f3750387ee3775\"  >\n\n\t<div class=\"body-push row\">\n\n\t\t<div class=\"grid  layout-75-35\">\n\n\t\t\t<div class=\"col-1\">\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t<div class=\"content\" data-animate-on-scroll='fade-up'>\n\n\t\t\t\t\t\t<p><strong>Changes to client information<\/strong><\/p>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\n\t\t<\/div>\n\n\t\t\n\t\t\t<div class=\"grid signpost-row grid-cols-4 transparent\">\n\n\t\t\t\t\n\t\t\t\t\t\n<a href=\"http:\/\/www.wealthtime.com\/advisers\/how-to-amend-investor-contact-details\/\" target=\"_self\">\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-14533\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/Amend-investor-contact-details-Tile.png\" alt=\"How to Amend investor contact details - Title\" width=\"216\" height=\"300\" \/><\/p>\n                \n                <\/span>\n\n            \n            \n                <div class=\"button-wrapper\"> \n                    \n                    <p class=\"button black\">\n                        \n                        View now &gt;                        \n                    <\/p>\n                \n                <\/div> \n\n            \n        <\/div>\n\n    <\/article>\n\n<\/a>\n\t\t\t\t\n\t\t\t\t\t\n<a href=\"http:\/\/www.wealthtime.com\/advisers\/how-to-amend-ongoing-charges\/\" target=\"_self\">\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-14531\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/Amend-ongoing-charges-Tile.png\" alt=\"How to Amend ongoing charges - Title\" width=\"216\" height=\"300\" \/><\/p>\n                \n                <\/span>\n\n            \n            \n                <div class=\"button-wrapper\"> \n                    \n                    <p class=\"button black\">\n                        \n                        View now &gt;                        \n                    <\/p>\n                \n                <\/div> \n\n            \n        <\/div>\n\n    <\/article>\n\n<\/a>\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\n\n\t\t\n\t\t\t\n\t\t\n\n\t\t\n\t<\/div>\n\n<\/section>\n\n\n<section id=\"signposts-block_7a79bb952d1d41857dfb1e3c824592f3\" class=\" signposts white signpost-bg-transparent\" id=\"signposts-block_7a79bb952d1d41857dfb1e3c824592f3\"  >\n\n\t<div class=\"body-push row\">\n\n\t\t<div class=\"grid  layout-75-35\">\n\n\t\t\t<div class=\"col-1\">\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t<div class=\"content\" data-animate-on-scroll='fade-up'>\n\n\t\t\t\t\t\t<p><strong>Changes to investments<\/strong><\/p>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\n\t\t<\/div>\n\n\t\t\n\t\t\t<div class=\"grid signpost-row grid-cols-4 transparent\">\n\n\t\t\t\t\n\t\t\t\t\t\n<a href=\"https:\/\/www.wealthtime.com\/advisers\/how-to-use-switch-facility\/\" target=\"_self\">\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-14539\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/Use-the-switch-facility-Tile.png\" alt=\"How to Use the switch facility - Title\" width=\"216\" height=\"300\" \/><\/p>\n                \n                <\/span>\n\n            \n            \n                <div class=\"button-wrapper\"> \n                    \n                    <p class=\"button black\">\n                        \n                        View now &gt;                        \n                    <\/p>\n                \n                <\/div> \n\n            \n        <\/div>\n\n    <\/article>\n\n<\/a>\n\t\t\t\t\n\t\t\t\t\t\n<a href=\"https:\/\/www.wealthtime.com\/advisers\/how-to-amend-default-strategy-online\/ \" target=\"_self\">\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-14537\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/Amend-default-strategy-online-Tile.png\" alt=\"How to Amend default strategy online - Title\" width=\"216\" height=\"300\" \/><\/p>\n                \n                <\/span>\n\n            \n            \n                <div class=\"button-wrapper\"> \n                    \n                    <p class=\"button black\">\n                        \n                        View now &gt;                        \n                    <\/p>\n                \n                <\/div> \n\n            \n        <\/div>\n\n    <\/article>\n\n<\/a>\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\n\n\t\t\n\t\t\t\n\t\t\n\n\t\t\n\t<\/div>\n\n<\/section>\n\n\n<section id=\"signposts-block_b5a3f1fe4c876f3972ce3ae25cf96bc2\" class=\" signposts white signpost-bg-transparent\" id=\"signposts-block_b5a3f1fe4c876f3972ce3ae25cf96bc2\"  >\n\n\t<div class=\"body-push row\">\n\n\t\t<div class=\"grid  layout-75-35\">\n\n\t\t\t<div class=\"col-1\">\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t<div class=\"content\" data-animate-on-scroll='fade-up'>\n\n\t\t\t\t\t\t<p><strong>Withdrawals<\/strong><\/p>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\n\t\t<\/div>\n\n\t\t\n\t\t\t<div class=\"grid signpost-row grid-cols-4 transparent\">\n\n\t\t\t\t\n\t\t\t\t\t\n<a href=\"https:\/\/www.wealthtime.com\/advisers\/how-to-add-regular-withdrawals-for-gia-or-isa\/\" target=\"_self\">\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-14540\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/Add-regular-withdrawals-GIA-ISA-Tile.png\" alt=\"How to Add regular withdrawals GIA ISA - Title\" width=\"216\" height=\"300\" \/><\/p>\n                \n                <\/span>\n\n            \n            \n                <div class=\"button-wrapper\"> \n                    \n                    <p class=\"button black\">\n                        \n                        View now &gt;                        \n                    <\/p>\n                \n                <\/div> \n\n            \n        <\/div>\n\n    <\/article>\n\n<\/a>\n\t\t\t\t\n\t\t\t\t\t\n<a href=\"https:\/\/www.wealthtime.com\/advisers\/how-to-online-ad-hoc-withdrawals-gia-or-isa\/\" target=\"_self\">\n    <article class=\"single-signpost transparent \" data-animate-on-scroll=\"fade-up\">\n\n        \n        \n        <div class=\"signpost-meta\">\n\n            \n            \n                <span class=\"description\">\n                    \n                    <p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-14513\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/08\/how-to-carry-out-ad-hoc-withdrawals-GIA-and-ISA.png\" alt=\"How to carry out ad hoc withdrawals GIA and ISA - Title\" width=\"216\" height=\"300\" \/><\/p>\n                \n                <\/span>\n\n            \n            \n                <div class=\"button-wrapper\"> \n                    \n                    <p class=\"button black\">\n                        \n                        View now &gt;                        \n                    <\/p>\n                \n                <\/div> \n\n            \n        <\/div>\n\n    <\/article>\n\n<\/a>\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\n\n\t\t\n\t\t\t\n\t\t\n\n\t\t\n\t<\/div>\n\n<\/section>\n\n\n<section id=\"accordion-block_8c44a2d00b5415a4c16be61111067b75\" class=\"accordion light-gray\"  >\n   \n  <div class=\"row content body-push\">\n\n    <div class=\"grid\">\n\n      <div class=\"content\">\n\n        \n        \n          <h2 class=\"section-title\">Key information and process walkthroughs<\/h2>\n\n        \n        \n      <\/div>\n\n    <\/div>\n\n    \n\n    \n    \n      \n      \n        <div class=\"accordion\"> \n\n          \n            \n  <div class=\"accordion-item with-image icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-0\" aria-expanded=\"false\" aira-controls=\"tab-0\" aria-disabled=\"false\">\n          \n              \n                \n                  <span class=\"accordion-image\">\n\n                    <img loading=\"lazy\" decoding=\"async\" width=\"283\" height=\"283\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/Report-Zone.svg\" class=\"icon-size\" alt=\"row accordion icon\" \/>\n                  <\/span>\n\n                \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">Key information<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      Useful documents with information on the Wealthtime platform, tools and reporting            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-0\">\n 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href=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2025\/12\/Corporate-Actions-Guide_1225.pdf\" target=\"_blank\" rel=\"noopener\">Corporate Actions Guide<\/a><\/p>\n<p><a href=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2025\/12\/Investor-Zone-Guide_1225.pdf\" target=\"_blank\" rel=\"noopener\">Investor Zone Guide\u00a0<\/a><\/p>\n<p><a href=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/03\/Stocktrade-Adviser-Guide_0526.pdf\" target=\"_blank\" rel=\"noopener\">Stocktrade Adviser Guide<\/a><\/p>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n            \n  <div class=\"accordion-item with-image icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-1\" aria-expanded=\"false\" aira-controls=\"tab-1\" aria-disabled=\"false\">\n          \n              \n                \n                  <span class=\"accordion-image\">\n\n                    <img loading=\"lazy\" decoding=\"async\" width=\"84\" height=\"76\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/09\/SIPP_GREEN.svg\" class=\"icon-size\" alt=\"row accordion icon\" \/>\n                  <\/span>\n\n                \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">Transacting<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      A detailed overview of processes to help with submitting transactions and tracking these cases            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-1\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <p><a href=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2025\/12\/Offshore-Bond-application-submission_1225.pdf\" target=\"_blank\" rel=\"noopener\">Offshore Bond Application Submission &#8211; Process Guide<\/a><\/p>\n<p><a href=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2025\/12\/Payments-In-Cheque-or-BACS_1225.pdf\" target=\"_blank\" rel=\"noopener\">Payment In (Cheque or BACS) &#8211; Process Guide<\/a><\/p>\n<p><a href=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2025\/12\/Splitting-Uncrystallised-SIPP-transfers_1225.pdf\" target=\"_blank\" rel=\"noopener\">Splitting Uncrystallised SIPP Transfers &#8211; Process Guide<\/a><\/p>\n<p><a href=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2025\/12\/Third-Party-Administrator-investment-into-GIA_1225.pdf\" target=\"_blank\" rel=\"noopener\">Third Party Administrator Investment into GIA &#8211; Process Guide<\/a><\/p>\n<p><a href=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/05\/WT-00172-How-to-complete-a-GIA-to-ISA-transfer-Individual-GIA_0426.pdf\" target=\"_blank\" rel=\"noopener\">Completing a GIA to ISA transfer (individual GIA) &#8211; Process Guide<\/a><\/p>\n<p><a href=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/05\/WT-00173-How-to-complete-a-GIA-TO-ISAfrom-a-joint-GIA_0426.pdf\" target=\"_blank\" rel=\"noopener\">Completing a GIA to ISA transfer (joint GIA) &#8211; Process Guide<\/a><\/p>\n<p><a href=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/05\/WT-00174-How-to-complete-a-GIA-to-SIPP-transfer-Bed-and-SIPP_0426.pdf\" target=\"_blank\" rel=\"noopener\">Completing a GIA to SIPP transfer &#8211; Process Guide<\/a><\/p>\n<p><a href=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/05\/WT-00176-How-to-check-if-a-clients-bank-details-are-verified_0426.pdf\" target=\"_blank\" rel=\"noopener\">Check a client\u2019s bank details are verified &#8211; Process Guide<\/a><\/p>\n<p><a href=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/05\/WT-00175-How-to-complete-a-top-up_0426.pdf\" target=\"_blank\" rel=\"noopener\">Complete a top up &#8211; Process Guide<\/a><\/p>\n<p><a href=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/05\/WT-00177-How-to-use-the-Capital-Gains-Calculator_0426.pdf\" target=\"_blank\" rel=\"noopener\">Using the Capital Gains Calculator &#8211; Process Guide<\/a><\/p>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n            \n  <div class=\"accordion-item with-image icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-2\" aria-expanded=\"false\" aira-controls=\"tab-2\" aria-disabled=\"false\">\n          \n              \n                \n                  <span class=\"accordion-image\">\n\n                    <img loading=\"lazy\" decoding=\"async\" width=\"93\" height=\"83\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/10\/Capital-Gains-Calculator.svg\" class=\"icon-size\" alt=\"row accordion icon\" \/>\n                  <\/span>\n\n                \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">Taking pension benefits<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      An overview of processes for taking pension benefits            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-2\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <p><a href=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2025\/12\/Ad-Hoc-BCE-Process-Guide_1225.pdf\" target=\"_blank\" rel=\"noopener\">Ad Hoc BCE &#8211; Process Guide<\/a><\/p>\n<p><a href=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2025\/12\/Ad-hoc-SIPP-Payments_1225.pdf\" target=\"_blank\" rel=\"noopener\">Ad Hoc SIPP Payments &#8211; Process Guide<\/a><\/p>\n<p><a href=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2025\/12\/Wealthtime-Drip-Feed-Drawdown-Illustration-Guide-With-WT-Screenshots-1.pdf\" target=\"_blank\" rel=\"noopener\">Drip Feed Drawdown Illustration &#8211; Process Guide<\/a><\/p>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n            \n  <div class=\"accordion-item with-image icon-size\" data-animate-on-scroll=\"fade-up\">\n\n    <div class=\"accordion-top-half\"> \n\n      \n        <h3 class=\"accordion-title\">\n          \n          <button class=\"accordion-button grid inactive\" id=\"button-3\" aria-expanded=\"false\" aira-controls=\"tab-3\" aria-disabled=\"false\">\n          \n              \n                \n                  <span class=\"accordion-image\">\n\n                    <img loading=\"lazy\" decoding=\"async\" width=\"283\" height=\"283\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/10\/Risk-Profiler-1.svg\" class=\"icon-size\" alt=\"row accordion icon\" \/>\n                  <\/span>\n\n                \n              \n              \n                <div class=\"accordion-title-wrapper\">\n\n                            \n                      <h3 class=\"accordion-title\">IBOSS<\/h3>\n            \n                  \n                  \n                    <span class=\"blurb-wrapper\"> \n                    \n                      Guides to this service for new and existing Wealthtime users            \n                    <\/span>\n\n                  \n                <\/div>\n\n              \n          <\/button>\n        \n        <\/h3>\n\n          \n    <\/div>\n\n    \n      <div class=\"accordion-panel panel-closed\" id=\"tab-3\">\n      \n        <div class=\"grid\">\n\n          <span class=\"accordion-content\">\n\n            <p><a href=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2025\/12\/IBOSS-Existing-Firm-Process-Flow-AZ-Process-Flow_1225.pdf\" target=\"_blank\" rel=\"noopener\">IBOSS Existing firm &#8211; Process Flow<\/a><br \/>\n<a href=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2025\/12\/IBOSS-New-Firm-Process-Flow_1225.pdf\" target=\"_blank\" rel=\"noopener\">IBOSS New firm &#8211; Process Flow<\/a><\/p>\n\n          <\/span>\n\n        <\/div>\n      \n      <\/div>\n      \n    \n    <\/div>\n\n\n            \n          \n      <\/div>  \n        \n      \n      \n  \n  <\/div>\n\n<\/section>\n\n\n  <div class=\"bg-image-wrapper media-centre\">\n    <img loading=\"lazy\" decoding=\"async\" width=\"1062\" height=\"900\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/13@2x.png\" class=\"bg-image\" alt=\"\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/13@2x.png 1062w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/13@2x-300x254.png 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/13@2x-1024x868.png 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/13@2x-768x651.png 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2022\/11\/13@2x-640x542.png 640w\" sizes=\"auto, (max-width: 1062px) 100vw, 1062px\" \/>  <\/div>\n\n<section id=\"media-centre-block_1ebccbbf3e05953f63ddbd0ab9147e51\" class=\"media-centre white\"  >\n\n  <div class=\"row body-push\">\n\n    \n    \n    \n      <h2>Document library<\/h2>\n\n    \n    \n      <p>If you&#8217;re looking for forms and other literature, including Terms &amp; Conditions and Key Features, please visit our <a href=\"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/document-library\/\">Document Library<\/a>.<\/p>\n\n    \n    \n    \n\n      \n      \n      \n\n\n\n\n      \n      \n      \n      \n      \n        <div class=\"grid grid-cols-3 article-wrapper\">\n\n          \n            \n            \n                  \n        \n        <a href=\"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/document-library\/docs\/rl360-offshore-bond-pripps-kid\/\" class=\"article\" data-post-type=\"documents\">\n    \n    \n    <article id=\"5312\" class=\"post white\">\n\n        <div class=\"post-wrapper\">\n\n          \n          <div class=\"post-meta\">\n\n            \n                        \n              <h3 class=\"post-title\">Offshore Bond KID<\/h3>\n            \n            \n            \n            \n              <p class=\"button-secondary\">Learn more<\/p>\n\n            \n          <\/div>\n\n        <\/div>\n        \n        \n    <\/article>\n\n  <\/a>\n\n            \n          \n            \n            \n                  \n        \n        <a href=\"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/document-library\/docs\/offshore-bond-key-features-document\/\" class=\"article\" data-post-type=\"documents\">\n    \n    \n    <article id=\"5313\" class=\"post white\">\n\n        <div class=\"post-wrapper\">\n\n          \n          <div class=\"post-meta\">\n\n            \n                        \n              <h3 class=\"post-title\">Offshore Bond Key Features Document<\/h3>\n            \n            \n            \n            \n              <p class=\"button-secondary\">Learn more<\/p>\n\n            \n          <\/div>\n\n        <\/div>\n        \n        \n    <\/article>\n\n  <\/a>\n\n            \n          \n            \n            \n                  \n        \n        <a href=\"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/document-library\/docs\/bank-verification-guide\/\" class=\"article\" data-post-type=\"documents\">\n    \n    \n    <article id=\"5712\" class=\"post white\">\n\n        <div class=\"post-wrapper\">\n\n          \n          <div class=\"post-meta\">\n\n            \n                        \n              <h3 class=\"post-title\">Bank Verification Guide<\/h3>\n            \n            \n            \n            \n              <p class=\"button-secondary\">Learn more<\/p>\n\n            \n          <\/div>\n\n        <\/div>\n        \n        \n    <\/article>\n\n  <\/a>\n\n            \n          \n        <\/div>\n\n        \n      \n      \n      \n    \n    \n    \n    \n    \n      <div class=\"button-wrapper\">\n\n        <p><a href=\"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/document-library\/\"\n            target=\"_self\"\n            class=\"button black\">View all<\/a><\/p>\n\n      <\/div>\n\n    \n  <\/div>\n\n<\/section>\n\n\n\n<section id=\"signposts-block_14f189371822f7f29f66bafae530c7e6\" class=\" signposts light-gray signpost-bg-transparent\" id=\"signposts-block_14f189371822f7f29f66bafae530c7e6\"  >\n\n\t<div class=\"body-push row\">\n\n\t\t<div class=\"grid  layout-75-35\">\n\n\t\t\t<div class=\"col-1\">\n\n\t\t\t\t\n\t\t\t\t\t<h2 class=\"section-title\">Got a question?<\/h2>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t<div class=\"content\" data-animate-on-scroll='fade-up'>\n\n\t\t\t\t\t\t<p>If you have any further questions about Wealthtime or using the platform, have a look at our <a href=\"https:\/\/www.wealthtime.com\/advisers\/adviser-hub\/faqs\/\" style=\"color: #0000FF; text-decoration: none;\">searchable FAQs<\/a><span style=\"font-size: inherit;\">&nbsp;to see whether it\u2019s already been answered.<\/span><\/p>\n<p>Otherwise, <a href=\"https:\/\/www.wealthtime.com\/advisers\/contact\/\" style=\"color: #0000FF; text-decoration: none;\">get in touch<\/a> and we\u2019ll be happy to help.<\/p>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\n\t\t<\/div>\n\n\t\t\n\n\t\t\n\n\t\t\n\t<\/div>\n\n<\/section>","protected":false},"excerpt":{"rendered":"","protected":false},"author":5,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-3965","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Literature Hub - Advisers<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Literature Hub - Advisers\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.wealthtime.com\/advisers\/literature-hub\/\" \/>\n<meta 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