You will need to contact us to request a copy of your client list. If, after applying the filters, you still have more than 3,500 clients, the list won't be able to be downloaded. You can save each file separately or combine into one file. If you have more than 3,500 clients, you need to download clients into separate lists using the following filters: Client list quick link on the Agent home page. The principal authority External Link or authorisation administrator External Link of your practice will automatically have access to download the client list. You can also download the client list if you have permission in Access Manager. In Online services for agents, you can view a list of clients with whom your registered agent number (RAN) is linked. Client list has clients you no longer represent.How to view, download and maintain your client list in Online services for agents.
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