Here's a summary of what you can do as an adviser once you log in to
our online services area.

Illustrations
  • Keying pre-sale illustrations (1)

 

Pre-filled apps
  • Generate pre-filled applications

 

New business
  • Keying new business applications (2)

 

Policy details
  • View Personal & Plan details
  • View fund value(s) and breakdown
  • View Death Claim value
  • View payment history
  • View transaction history

 

Projections
          Key existing business illustrations
  • Straight projection to current insured date
  • Straight projection to altered insured date
  • Increment only projection for an additional payment
  • Projection following a switch

 

Change details
  • Key additional payments (3)
  • Key changes to personal details of bond owners (3)
  • Add/remove bond owners (3)

 

Change investments
  • Switch investments (4)
  • Change Minimum Bond Value (4)
  • Change Insured Term (4)

 

Exits
  • Notification of death (5)
  • Key partial cash-in (5)
  • Key full cash-in (5)
  • Key new/stop or alter existing regular withdrawal instruction (5)

 

Renewals
  • View statements

 

Commission
  • View commission details

 

Notes:

(1) An additional 0.25% commission will be paid on all illustrations produced by the IFA.

(2) A signature(s) is required from bond holder(s) on the web generated application form before any new business is completed.
For portals generated new business, e.g. The Exchange, a signature(s) is required from bond holder(s) on the web generated declaration form before any new business is completed.

(3) A signature(s) is required from bond holder(s) on the web generated form before any changes are implemented.

(4) Where multiple bond holders exist a signature is required from all bond holders on the web generated "switch" form before any monies are "switched".
For single bond owners a signature is not required so these are processed real time, the same as pensions.

(5) A signature(s) is required from bond holder(s) on the web generated "option" pack before any monies are released.