Can other people edit my uploads on The Life File?

When your Adviser first sets you up on The Life File, they are able to upload documents and information to all sections of your Life File account.

Once you click the activation/invitation email, you are able to set the level of access you want your Financial Adviser to have.

Your Financial Adviser is the only person who is able to upload and collaborate on documents/information with you.

You can revoke and increase access to your Life File libraries and documents for your Financial Adviser at any time by navigating to the Nominee dashboard on the left-hand navigation bar or by selecting individual libraries and folders.

Other Nominees, such as your Solicitor, Accountant or Spouse, only have Read-Only access, meaning they will only be able to view your libraries or information, if granted access by you.