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Sometimes, although very rarely, something can go wrong. If you get an error which you do not know what has caused it after checking yourprovider panel, agency codes or commission settings, gather as much details as you possibly can (including scree...
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How to check that providers and products are enabled in your panel
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How to fix 'agency number mismatch' on Webline
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Fund Options The bond currently has five fund options. You can only choose one fund option at a time when investing in the bond. Switching You can change your fund option free of charge up to three times for each policy year but if you do ...
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This article is a continuation of Switching - Creating within a client record For further information on Switch research, see article Switching - Add Ceding Scheme ...
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This article is a continuation of Switching - Add Ceding Scheme . Pull through a holding created with the contact record to use as a Ceding Scheme in Switching Research. To add a Ceding scheme, click + Add Ceding Scheme:
Click Use...
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This article is a continuation of Platform Holdings - Withdrawals The Performance tab lists all valuations done (manual or through electronic valuations) against the holding. For more information on the valuation, click into the Performanc...
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Client special deals will be used above firm, network and portfolio deals. They are created within the Contact record. Navigate to the contact record: Navigate into the Special Deals tab: Click the New button: Select Platforms o...
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This article is a continuation of In-House Discretionary - Portfolio Factsheet Within the In-House Discretionary Portfolio, Historic Performance can be added: Historic unit prices can be added to the portfolio to record the performance befo...
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This article is a continuation of In-House Discretionary - Platforms & Products The Portfolio Factsheet will show the following portfolio data: MiFID II Costs & Charges Portfolio Statistics Portfolio Cumulative Performance Fund Quartile Ra...