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Adviser invitations
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Updating adviser accounts
Editing users
Deleting users
Adding new users
Accepting an adviser invitation
The adviser home page
Viewing your clients
Managing your clients
Letter of Authority to talk to you about my client's pension
I need to send a confirmation of compliance to The Pension Regulator
Adding multiple clients
Adding an individual client
Inviting a new adviser for a client
Accepting an adviser invitation

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Inviting a new adviser for a client

Accepting an adviser invitation