Assigning your firm's Primary Contact for The Advantage

Overview

Each firm that is a member of The Advantage must have at least one Primary Contact.

A Primary Contact is someone nominated by your firm who is responsible for receiving firm-level communications related to The Advantage.

Your firm can have more than one Primary Contact and these can be updated at any time.

A Primary Contact must have a registered user account linked to your firm in the Tax Traders portal.

If your firm does not nominate a Primary Contact, one will be assigned automatically. This will default to the user recorded against your account in Tax Traders’ system as either the:

• Branch Owner
• Organisation Owner

A user cannot be a Primary Contact for multiple firms.

Communications received by the Primary Contact

Primary Contacts receive firm-level communications related to The Advantage, including:

• Tier status and tier movement
• Rewards and benefits
• Transaction activity and participation metrics
• Other programme-related updates

These communications provide visibility of how your firm is engaging with The Advantage and what this means for your tier and benefits.

Managing Primary Contacts

Primary Contacts can be updated at any time by using the "Manage Primary Contacts" link in the footer of The Advantage emails.

This includes:

• Adding Primary Contacts
• Removing Primary Contacts
  

Any changes to your firm’s Primary Contacts take effect as soon as they are made.