How do I add my intermediary details into the CE utility?

Client Care Desktop has the functionality to receive electronic valuations from providers.

Before you can use Contract Enquiry, you will need to add your intermediary details.

To do this navigate to the CE icon in your bottom tool bar:

Once the utility has opened, click into the Settings> Intermediary details area at the top of the screen:

Add you Company name, FCA firm ref no and your postcode.

Once done click 'Save' then 'Exit'