How do I terminate / cancel / unsubscribe my Platform subscription?
If you wish to cancel the auto-renewal of your Platform subscription, kindly log into your adviser account and under Settings -- Payment & Account, click on "Cancel Plan" under the Platform Subscription. You will still have access to the features and benefits of your plan until the end of your current subscription period (e.g. until the upcoming subscription renewal date).
When your Platform subscription eventually cancels, you will be downgraded to the free Member plan. Consequently, any features, benefits and saved data associated with the paid plan will be removed from your account. You can always upgrade your plan again, however you will only be able to subscribe to the plans that are available at any given time, and not past plans which we no longer offer.
Any incomplete saved Wills as well as sent Wills that were previously linked to your account will be deleted and unlinked respectively. Any remaining (gift) credits will also be removed.
Clients who have received a user account from you shall continue to have access to their user account for 1 year from the date you sent them the Will. Beyond that one year, you can refer your client to another CEP or us.