Where do I add a Key Person protection policy on a corporate client?
Last Modified on 30/04/2018 12:33 pm BST
This article will explain where to record a Key Person protection holding.
Locate the corporate client that you wish to add the key person protection holding for from the Clients screen. Select Holdings from the menu on the left hand menu: If this is a single Key Person plan, set this up under Contracts. If this Key Person Protection policy is for a group of key people, use the Schemes tab.