Updated Articles

  1. Webline errors - something went wrong?

    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...
  2. Why certain providers do not return quotes?

    How to check that providers and products are enabled in your panel
  3. Why do I get "Agency number mismatch" on Webline?

    How to fix 'agency number mismatch' on Webline
  4. Off-Platform Product Notes - LV= Smoothed Managed Funds Bond

    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 ...
  5. Switching - Research Screen

    This article is a continuation of Switching - Creating within a client record For further information on Switch research, see article  Switching - Add Ceding Scheme ...
  6. Switching - Creating a Ceding Scheme from a Holding

    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...
  7. Platform Holdings - Performance

    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...
  8. Creating a Special Deal on a Contact record

    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...
  9. In-House Discretionary - Historic Performance

    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...
  10. In-House Discretionary - Portfolio Factsheet

    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...