* Available in France only.
As a Wealth Manager, you have the ability to suggest updates to approved Investment Plans. Most modifications require client approval before taking effect, with the exception of Plan name changes, which are applied immediately.
For more information on how to cancel, pause or resume a Plan, please refer to the following article: How to cancel, pause or resume a Plan on the Shares Pro platform?
Wealth Managers can initiate changes to the following Plan elements. Please note that these plan modifications are currently available exclusively to clients who have signed a SEPA Direct Debit mandate:
One-off investment details
Plan name (does not require client approval)
Advised management fee
Removal of recurring investments
Investment amount and frequency
Billing date
Important: Only one edit request can be active at a time. You must wait for the current request to be approved or to expire (after 7 days with no client response) before submitting a new one. If another request is already pending, the “Edit Plan” option (three-dot menu) will be greyed out, displaying a message that approval is in progress.
One-Off Investment
One-off investments give clients flexibility to add additional funds outside their recurring investment schedule. These are prioritised over recurring investments.
Step-by-Step:
Select the client and click on the relevant Plan.
Click the “Invest” button.
Enter the one-off investment amount and select the billing date.
Click “Submit for review.” A confirmation pop-up will appear; the Plan will be marked as “Awaiting Approval.”
The client receives an email to review and approve the changes.
Once approved, you will be notified via email.
Editing the Plan Name
This is the only change that does not require client approval.
Steps:
Select the client and the relevant Plan.
Click the three-dot menu → “Edit Plan.”
Update the Plan name and click “Confirm.”
The name is changed immediately. The client receives an email to review the changes.
Modifying Key Plan Elements
Steps:
Select the client and the relevant Plan.
Click the three-dot menu → “Edit Plan.”
Make the required adjustment — please keep in mind that only one change is allowed per submission:
Adjust the advised management fee
Remove the recurring investment
Change the investment amount or frequency
Update the billing date
Click “Submit for review.”
The Plan status will change to “Awaiting Approval.”
The client receives an email and must review and approve the proposed changes.
Once approved, the Plan will reflect the updated information.