Category: Procedure update

Operational guidelines as to what documents are needed when opening an account have been added to WikiPEAK

Our procedure containing guidelines on how to deal with estate accounts is now available on WikiPEAK.

Two new procedures are available in WikiPEAK, how to create a client profile on MPO and how to manually change a client’s password.

The cheque handling process in the PEAK Investments Services and PEAK Securities Internal platforms courses were updated to match the new procedure. Using a cheque

The PEAK Investments Services and PEAK Securities Internal platforms courses were updated to include the new MyPEAKonline client interface details.

All new procedure updates will be communicated and posted here to ensure you stay up to date and use the appropriate processes at all times.