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Navigate into the holding: To create a Holding Report , click on the drop down arrow on the top right of the screen: Select Holding Report: Choose to include Plan Factsheets and Submit: The report will include: Client deta...
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This article is a continuation of Switching - Fees Add family assets under management with the Target Scheme area: If you do not wise to include Family AUM, unselect the toggle: Update Results once done: If you wish to include Fam...
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Create a Comparison Report on the top right of the results screen: Download at the bottom right of the report: ...
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This article is a continuation of Edit/View Benefit . Create a joint life quote by clicking the Add Client+ button in the Clients tab of a protection quote: Select Existing Client or complete details to Create a New Client The cli...
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Click the Apply button next to the chosen quote: Read and accept documents before continuing to apply: Repeat for any Variations and Continue: This will take you through to the Provider website to complete the quote. ...
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View More info & Documents for each provider: This area will show Variations, Documents and Commission: ...
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Create a Comparison Report on the top right of the screen: ...