Example Client’s message
Response message
I want to close all my accounts
In relation to account number AS0001 and AS0002, both are junior ISA accounts. Unfortunately, as the beneficiaries are under the age of 18, these accounts cannot currently be withdrawn or closed. These accounts are only eligible for withdrawal after the beneficiary reaches the age of 18. … Please note that for regulatory purposes you will still receive a final Statement & Valuation in the quarter after the account is closed, and a final annual cost and charges document at the end of the year. …
Context information • • • • • • • •
Has 4 accounts Registered in UK No stops and blocks found No Withdrawal holds on customer level Account AS0001 is a Juniour ISA (JISA) Account AS0002 is a Juniour ISA (JISA) Customer has brokerage assets on account AS0003. Customer has a total invested value of $1000 in the following 2 assets [“ASSET_1”, “ASSET_2”] on account AS0003. • Customer has a cash balance of $10 on account AS0004. … 22