-
This article is a continuation of Switching - Results Screen Add Switches/Trades under the Target Scheme at the top of the screen: Add the details and Update Results The results will reflect the updated Switches/Trades. For further i...
-
This article is a continuation of Switching - Add Target Scheme Once the Target Scheme has been added, the results screen will display the Target Scheme information at the top of the screen. The cheapest option will automatically be selected,...
-
This article is a continuation of Switching - Add Ceding Scheme Add a Target Scheme through the + Add Target Scheme button: Choose a target product or leave blank for a comparison of available products. In this example we will leave the pro...
-
Once the Research has been created, you can start to add Ceding Schemes to the research. See articles on how to create switching research - Switching - Creating through the homepage , Switching - Creating in the research tab or Switching - Creat...
-
This article is a continuation of Switching - Creating in the research tab Switching Research can be created directly from the Pathways homepage, through the Research tab and within a Contact record. To create switching research within a contact...
-
This article is a continuation of Switching - Creating through the homepage Switching Research can be created directly from the Pathways homepage, through the Research tab and within a Contact record. To create Switching research in the Research...
-
Switching research can be created directly from the Pathways homepage, through the Research tab and within a Contact record. To create switching research directly from the Homepage, hover over the Research tab and select the down arrow: Select ...
-
In the Report area, you will find a Report for each Investment on the left side of the screen: Click View Report: When selecting the report, it will be highlighted green on the left. The report will load on the right side of the screen: ...
-
The Client Check-In allows you to add commentary to evidence that the clients attitude to risk, knowledge & experience and personal circumstances have been assessed. Once complete, Continue to Report ...
-
Once all tabs have been reviewed and the Capacity for Loss statement has been completed, you can check the box next to the Investment: If this is the only investment, you can proceed to the Check-In stage. If you have multiple investments, y...