⚠️Only designated Practice Champions are authorised to approve billing requests. Please ensure requests are submitted by an authorised user.
If you need to update your bank account or credit card details for your AdviserLogic subscription via direct debit.
Email Request
Please send an email to our support team at [email protected].
Ensure the email is sent from the Practice Champion’s registered email address.
📢 Important Billing Request Guidelines
If a paraplanner or support staff submits a request, the Practice Champion must be CC’d in the email.
Billing requests are handled exclusively via email and will not be processed through calls or chat support.
⚠️ Ensure compliance to avoid delays.
Receive Update Link
Once the request is received by email, the support team will send a link within the same email chain.
This link will contain the necessary fields to update your bank or credit card details.
Update Details
Please follow the link and enter the information to update your payment details.
After completing the required details, please notify the Support team through the same email chain.
Verification
The Support Team will verify the changes once the details are updated.
Confirmation
After the verification process is complete, the support team will confirm that the bank details have been updated and will take effect from the next billing cycle.
Future payments will be processed using the new bank account or credit card details.