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Synaptic Software Knowledgebase

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  • Glossary
  • Synaptic Suite
    • Synaptic Client
      • Client - Getting Started
        • Synaptic Software Client User Guide
        • Synaptic Software Client Administration Guide
        •  Getting started - Client Module & ATR Questionnaire
        •  Getting Started - Creating Holdings
        •  Top Tip - Adding a Portfolio into a Holding
        •  Improved Client Search
        • Application Tabs
        • Creating New Clients
        • Adding & Removing Users from the Client Module
        • Attitude to Risk (ATR)
        • Creating Holdings
        • Custom Asset Types
        • Finding an Existing Client
        • Setting Vitality Client Status within Comparator
      • Client - Have a Question?
        • How do I add funds to a Manual Fund List?
        • How do I add Manual Asset Classes?
        • How do I add a Self Invested Personal Pension (SIPP)?
        • How do I add a Platform?
        • How do I create a policy report?
        • How do I create an Accumulation Goal?
    • Synaptic Risk and Risk Profiling
      • Synaptic Risk Rating User Guide
      • Introduction to Stochastic Modelling in Personal Financial Planning
      • A2Risk Adviser Guide
      • Why have the 1-5 risk asset allocation boundaries for moderately cautious portfolios changed?
      • What is included in the Risk Service?
      • Accessing the Risk Service in Synaptic Suite
      • Accessing the Attitude to Risk Questionnaire
      • Using Synaptic Attitude to Risk Questionnaire
      •  Top Tip - Attitude to Risk Questionnaire
      •  Top Tip - Paper Attitude to Risk Questionnaire
      •  Top Tip - Using your client's Attitude to Risk to select a Portfolio or Fund
    • Synaptic Modeller
      • Modeller - Account Settings
        • Setting up contract enquiry
      • Modeller - Getting Started
        • Synaptic Modeller User Guide
        • What is Synaptic Modeller?
        • Adding a New Client
        • Finding an Existing Client
        • Setting the Default Attitude to Risk
        • Client Attitude to Risk Report
        • Recording Holdings
        • Modelling a Goal Based Scenario
        • Finding Existing Goals
        • Reviewing a Goal
        • Scenario Modelling Report
        • Application Tabs
      • Modeller - Have a Question?
        • How do I use the work space for modelling new scenarios?
        • How do I rebalance portfolios?
        • What do the Modeller graphs tell me?
        • I have completed the modelling session, but the final report is not loading – why is this?
        • I cannot find a specific fund in Modeller – why is this?
        • My chosen fund is unavailable – why is this?
        • My chosen fund’s asset allocations are missing – why is this?
        • I get a warning message when selecting a specific fund – what could be causing this?
        • How do I get values for any holdings by using contract enquiry?
        • How can I manually add or update values to holdings?
        • How do I add a cash ISA to holdings?
        • How do I reset my password?
        • Is it possible to do joint reports in Modeller?
        • How do I delete a duplicate record?
        • How is the attitude to risk level determined? What is this based on?
        • Where can I find the asset allocation graphs in Modeller?
        • How are the asset allocations updated?
        • How do the calculations work in Modeller?
        • What is the £10k illustration screen?
        • What is the capacity for loss figure? How can these be determined?
    • Synaptic Analyser
      • Analyser - Getting Started
        • Synaptic Analyser Quick Start Guide
        • Synaptic Analyser User Guide
        • Logging into Synaptic Analyser
        • Routes through the system
        • Phased Drawdown
        • Phased Drawdown - Adding Plans
        • Phased Drawdown - Income Requirements
        • Phased Drawdown - Other Income
        • Phased Drawdown Results
        • Phased Drawdown - Add Annuity
        • Phased Drawdown - Overall Results
        •  Synaptic Analyser - Other Income
        •  Creating Holdings
        •  Synaptic Analyser - Product Comparison
        •  Synaptic Analyser - Income Analysis
        •  Synaptic Analyser - Completing Income Analysis through the Results Screen
        •  Costs and Charges Calculator
        •  Maturity Values Calculator
        •  Projection Calculator
        • Income Analysis Research - Adding Goal Details
        • Income Analysis Research - Adding Plans
        • Income Analysis Research - Income Requirements
        • Income Analysis Research - Other Income
        • Income Analysis Research - Add Annuity
        • Results Page
        • Product Comparison Research
        • Filtering Screen
        • Product Comparison Results Screen
        • Reports
      • Analyser - Have a Question?
        • What is Synaptic Analyser?
        • Why am I unable to run a Phased Drawdown scenario directly through the Results screen?
        • When running through a Phased scenario, why am I only able to make changes to the summary details in the phased drawdown screen and not within the final results?
        • Within the Plans area, why is there only one Phased option when I can choose UFPLS or PCLS separately?
        • Why is Other Income mandatory when selecting ‘Phased’?
        • How do I link my Webline account?
        • How is the tax calculated in Analyser?
        • I am trying to generate an Annuity quote within Analyser and I am getting an error - why is this?
        • How do I select a client when clicking into Analyser?
        • How do I add and amend client details?
        • Where can I add a holding to use within Analyser?
        • How do I add Income Sources?
        • Where can I find previous Analyser research?
        • How do I start Analyser research?
        • Can I override the Forecast Life Expectancy?
        • Are you able to upload your own logos for the report?
        • Is tax included in the calculations?
        • Does the client have to take the full 25% when selecting the PCLS option?
        • How do I select a fund/portfolio within Analyser?
        • Are the state pension calculations triple locked?
        • How do I export the charts?
        • If the client takes less than 25% tax free cash - will the remaining amount be included in the calculation?
        • How do I add an annual withdrawal when using the direct Product Comparison option?
        • Can Analyser demonstrate results in the event of a market crash?
    • Synaptic Comparator
      • Comparator - Account Settings
        • Synaptic Comparator Setup Quick Start Guide - Download
        •  Setting up service levels and adviser fees
        •  Setting up assets, panel and reports
        •  Introduction to fund panels and portfolio builder
        •  Setting up contacts
        •  Introduction to provider special deals
        •  Introduction to organisation structure
        • Synaptic Comparator Administrator User Guide - Download
        • Portfolio Management
        • Panel Management
        • Fund Management
        • How to control the branch / sub company panel permissions in Synaptic Comparator
        • Override 'Calculated Growth Rate' Functionality
        • How to create users in Synaptic Comparator
        • Setting up Client & Family Assets Under Administration
        • Setting up adviser charges
      • Comparator - Getting Started
        • Synaptic Comparator Quick Start Guide - Download
        • Synaptic Comparator User Guide - Download
        • Synaptic Comparator - Pension Switching Guide
        • Synaptic Comparator Cash Feature User Guide
        •  Top Tip - Pulling values into the Critical Yield Calculator
        •  Getting started with cost and charges calculator
        •  Getting started with projection calculator
        •  Getting started with maturity value calculator
        •  Getting started with critical yield calculator
        • How to conduct research in Synaptic Comparator?
        • Creating a new contact in Synaptic Comparator
        • Investment details for ISA
        • Investment details for Onshore and Offshore bonds
        • Investment details for SIPP
        • Investment details for a Personal Pension
        • Investment details for GIA
        • Changing the default report look and feel
        • Application Tabs
        • Using the Existing Plan area
      • Comparator - Have a Question?
        • Can’t find a fund?
        • I am doing ISA research and have to specify GIA amount – why is this?
        • I am doing ISA research and all of the platforms have been knocked out – what could be the reason for this?
        • Why are no funds found when trying to create a portfolio?
        • How to generate Fund factsheets
        • How to view previously completed research / reports
        • How to edit a contact in Synaptic Comparator
        • How to delete a contact in Synaptic Comparator?
        • How to resume unfinished research?
        • How to duplicate a contact in Synaptic Comparator?
        • How To Reassign A Contact In Synaptic Comparator?
        • How To Duplicate Piece Of Research?
        • Where can I see the initial adviser fees on a client report?
        • I have amended adviser fees in Comparator, but the fees haven’t changed? Why is this?
        • How do I set a flat rate of £1000 initial fee for an adviser?
        • I have tried logging in and now the site says I am logged out – why is this?
        • Forgotten password?
        • Can I reassign clients to another user?
        • Synaptic Comparator uses Silverlight – what are the plans on developing the product with regards to Silverlight?
        • I have a special deal with a provider, how do I add these to Comparator?
        • I have completed the research, but the final report is not loading – why is this?
        • Where can I find platform factsheets?
        • When are ISA rates updated for Comparator?
        • Can I compare off platform ISAs within Comparator?
        • I’m researching a specific wrapper to be included in the platform and the results are showing zero platforms available – what could be causing this?
        • Why is cash account under investment details greyed out?
        • Why do I get an error message when adding cash account feature?
        • Why doesn't Old Mutual appear on the results when cash account is selected?
        • I am doing research for GIA only with cash account feature selected - Fidelity FundsNetwork results show discrepancies. Why is this?
        • My report buttons are missing - why is this?
        • Comparator Report is showing dollar and pound signs - Why is this?
    • Synaptic Webline
      • Webline Protection
        •  Synaptic Webline Protection - User Interface Improvements
        •  Synaptic Webline Protection - Finding Quotes
        •  Top Tip - Critical Illness Table
        •  Top Tip - Quick Commission
        • Webline Protection - Introduction
        • Logging into Webline
        • Client Details Standalone Products - Requesting Quotes
        • Requesting Quotes - Common Buttons
        • Requesting Quotes - Standalone Products
        • Requesting Quotes - Product Details
        • Requesting Quotes - Decreasing Term Assurance
        • Requesting Quotes - Family Income Benefit
        • Requesting Quotes - Income Protection
        • Requesting Quotes - Whole of Life
        • Multi Benefit Products
        • Multi Benefit Products - Product Details
        • Multi Benefit Products - Critical Illness Cover
        • Multi Benefit Products - Level Term Assurance
        • Multi Benefit Products - Decreasing Term Assurance
        • Multi Benefit Products - Income Protection
        • Multi Benefit Products - Family Income Protection
        • Multi Benefit Products - Waiver of Premium
        • Results
        • Grouped Results View
        • Results - Producing an Illustration
        • Results - "Refreshing" a Quote Result Screen
        • Results - Selecting the Product
        • Applying
        • Evidence of Research
        • Finding Quotes
        • Provider Documents
        • Help
        • Settings
        • Logging out of Webline
      • Webline Annuities
        • Synaptic Webline - Detailed Annuities
        • Creating Quotes
        • Electronic Applications
        • Applying When Quoting
        • Applying Using an Existing Quote
        • Quick Quote Annuities on Webline
      • Webline Web Services
        • Zurich - New Product Suite
      • Webline - Account Settings
        • Add a new user in Webline
        • How do I create more user accounts on Webline?
      • Webline - Have a Question?
        • Webline - Creating a personalised illustration
        • Why is a Provider in the results screen, but not appearing in the Comparison Report?
        • I get a warning message ‘no response’ on Webline – why is this?
        • Why does quote prices sometimes differ between Webline and providers?
        • Why certain providers do not return quotes?
        • Why do one (or more) providers not return quotes for me on Webline?
        • Can I quote joint life insurance on Webline, which pays out on second death?
        • When I click e-apply and buy now on Webline, I don’t get through to the providers website?
        • Webline errors - something went wrong?
        • Why do I get "Agency number mismatch" on Webline?
        • How do I e-apply through Webline?
        • How do I apply for a product online with Webline
        • Where can I view the Critical Illness Coverage table?
        • Why do I get connectivity errors when trying to access Webline abroad?
        • How do I quote Relevant Life policies only?
        • How do I update my Webline password in the Synaptic Suite?
    • Synaptic Product and Fund Research
      • Product and Fund - Account Settings
        • Using the same account on multiple computers
        • Is there a limit on concurrent users?
        • Can I delete users?
        • How do I create new users and edit accounts?
        • Can I change a users details and password?
        • Can I change the administrative password for our account?
        • How do I administer my firm's user list?
        • How do I add my agency codes?
      • Product and Fund - Getting Started
        • Synaptic Suite Product User Guide
        • Synaptic Suite Fund Guide
        • Top Tip - Ethical Fact Find
        • How to log into Products on our website
        • How do I update my Product & Fund research password in the Synaptic Suite?
        • How do I navigate the software?
        • How do I start a piece of research?
        • Overview of the research process
        • Choosing a product type
        •  How to conduct research - ISA scenario
        • Entering client details
        • What is the layout of the filtering screen?
        • Grid of contracts
        • Adding columns to the grid of contracts
        • Filtering the grid of contracts
        • Ranking contracts
        • Generating a suitability report
        • How do I search for fund factsheets?
        • Re-opening old research
        • Manually selecting the contracts to research
        •  Funds from a specific promoter and specific contract
        • Basic hints and tips
        • Application Tabs
      • Product and Fund - Have a Question?
        • What are the AIC sector changes for Investment Trusts?
        • Where has the IA Money Market sector gone?
        • I can't log into Synaptic Product & Fund Research - Why?
        • Who supplies the past performance data and how often is it updated?
        • What are the different types of fund research?
        • Are there any tools available?
        • Are there any tips when using fund research?
        • Are there any tips when filtering?
        • What is the Resource Centre?
        • The home page
        • Do I use the Fund Picker or research into linked funds?
        • How do you use the field chooser?
        • How do I obtain protection quotes through Synaptic?
        • What fund reports can I produce?
        • What is the difference between Quick reports and Suitability reports?
        • Can you edit Suitability reports?
        • How does Synaptic deal with contract data?
        • Does Synaptic save clients and research?
        • How do you calculate the Stochastic projection graphs?
        • Where do I find products and how do I start new research?
        • How do I start fund research?
        • What report templates do you have on Synaptic?
        • Where can I find Special offers?
        • Can I sort the grid in the filtering screen?
        • Can I share research?
        • Can I send research to other users?
        • Can I send research between users?
        • How is the sector position graph calculated?
        • How do I save results from the fund picker and include it in reports?
        • Can I save and export the research grid?
        • How is the returns each month graph calculated?
        • Can I research new and existing business?
        • What is the difference between Report Manager Suitability reports and Quick reports?
        • Can I remove all filters on the filtering screen?
        • Can I record notes on research?
        • How are the ranking graphs calculated?
        • How are funds ranked?
        • How do I rank contracts into a league table?
        • Do you have a link to quote engines?
        • What is in the Quick reports and can they be edited?
        • How is the quartile ranking graph calculated?
        • How are the contracts categorised?
        • How can Synaptic research help providers?
        • Is there a difference between Product Research and Fund Research?
        • How is Synaptic Research beneficial to Product providers?
        • How do I setup Preset Criteria?
        • How do I create a Portfolio?
        • How is the portfolio value graph calculated?
        • Can I produce a Portfolio report?
        • How is the portfolio composition graph calculated?
        • How is the performance vs. volatility graph calculated?
        • Can I create a panel of products?
        • Can I create mutual fund analysis and factsheets?
        • How do I use Manual fund lists?
        • How is the monthly premium graph calculated?
        • How can I create market research?
        • Can I manually exclude contracts?
        • Can I create a list of linked funds for a contract?
        • Is there limitations if you only subscribe to one module of Synaptic Research?
        • Do you integrate with other software?
        • How do I import filtering from old research?
        • How are the ranking scores calculated?
        • Can I lock features within preset criteria?
        • Can I create a portfolio graph?
        • Can I give users the ability to create preset criteria?
        • Can I generate multiple fund factsheets and graphs?
        • What fund sectors do you have on Synaptic Research?
        • How do you use the Fund Picker?
        • What fund graphs can I find on Synaptic Research?
        • What information is in the fund factsheets?
        • Do you have Ethical funds on the system?
        • Can I flip the grid in the filtering screen?
        • How do I find old research?
        • How do I find contracts, providers, funds, and clients?
        • Who supplies your data?
        • What are the benefits of using Synaptic Research?
        • How do I filter the grid of contracts?
        • How do I filter on statistics within Product research?
        • Can I filter on specific linked funds?
        • How do I filter on sectors?
        • How do I filter on policy conditions?
        • How do I filter on past performance?
        • How do I filter on field values in the grid?
        • How do I filter on features?
        • Can I view field definitions and contract notes?
        • What data does FE (Financial Express) supply?
        • How is the distribution of returns graph calculated?
        • Can I distribute personal presets across the firm?
        • Can I display factsheets from the data grid?
        • What are the differences between product-focused and client-focused research?
        • What are the differences between fund research and product research?
        • Can I delete research?
        • What are the definitions of fund performance figures?
        • How do I define portfolio holdings and settings?
        • What products do you have on Synaptic Research?
        • How is the cumulative performance graph calculated?
        • How do I create shared research for other users to import?
        • How do I create preset criteria?
        • Can I create new research based on existing research?
        • Can I create multiple presets?
        • Can I copy research?
        • Can I create bespoke Report Manager Suitability report templates?
        • What data is within contract factsheets?
        • Can you use Synaptic research for Compliance checking?
        • How do I create a comparison report?
        • How do I create a Company factsheets
        • How can I check fund availability?
        • How do I change the title of research?
        • Can I change the order of data fields in the grid?
        • How do I carry out file-checks?
        • How do I build grids and filtering contracts?
        • What browser software can I use?
        • Do you have any browser hints and tips?
        • Do I need to configure my browser to use Synaptic Research?
        • Is bid-to-bid used for the data on your factsheets?
        • How is the best/worst returns graph calculated?
        • What are the basics of fund research?
        • How is the asset allocation graph calculated?
        • How is the annual premium graph calculated?
        • How is the annual performance graph calculated?
        • How is the alpha vs. beta graph calculated?
        • How do I add fields to the grid?
        • When do presets take effect?
        • How do I set up Personal Preset Criteria?
        • Can I share my research?
        • How can I filter on Past Performance?
        • How do I research Stocks and Shares ISA - Alternative Investment Market?
        • What is Ranking?
        • How do I use the Fund Picker?
        • How do I retrieve research?
        • How do I select a Product Area to Research?
        • How do I start client focused research?
        • How do I start Product Focused Research?
        • What are the differences between Client Focused and Product Focused Research?
        • Introduction to filtering
        • Have you got any tips on filtering?
        • How do I filter on features?
        • How do I filter on sectors?
        • How do I filter on Policy Conditions?
        • How do I filter on Specific Linked Funds?
        • How do I filter on Statistics?
        • Can I remove all filtering within a piece of Research?
        • How do I manually exclude contracts?
        • Can I create an audit trail?
        • How do I filter using a grid of contracts?
        • How do I create Multiple Reports on Synaptic Research?
        • How do I send research in Synaptic Research?
        • Where is my research stored?
        • How long is stored research held on the system for?
        • Why is no Quote link being displayed for a product type?
        • Does Synaptic Research “run in offline mode”?
    • Synaptic Suite Settings
      • Settings - Getting Started
        • Unipass Certificate
        • Understanding Icons
        • Organisation Structure
        • Parent/Child Organisation Structure
        • Fund Universe
        • Portfolio Builder
        • Licencing
        • Modeller Journey Settings
        • Knowledgebase
        • Help and Support
        • Setting up Contract Enquiry
        • Synaptic Contract Enquiry - Enterprise Messaging Platform Administrator Guide
        • Synaptic Contract Enquiry - User Guide
      • Settings - Have a Question?
        • Where can I find my Account Settings?
        • What can someone in an Adviser role see and do?
        • How do I change my password?
        • How do I sign out?
        • Can I customise Modeller?
        • What is the difference between Portfolio/Panel
        • How do I add a new portfolio/panel?
        • Can I share portfolios?
        • Can I import funds by Citicode?
        • How do I use the portfolio wizard?
        • How do I produce factsheets?
        • Where can I find the organisation and users area?
        • How do I add additional organisations?
        • How do I add new users?
        • What can someone in a Paraplanner role see and do?
        • What can someone in a Administrator role see and do?
        • What can someone in a EMP administrator role see and do?
        • What can someone in a EMP User role see and do?
        • What can someone in a Corporate User role see and do?
        • What can someone in a Modeller Journey Override role see and do?
        • How do I find a user?
        • How do I delete and edit a user?
        • How do I reset a users password?
        • How do I setup client service levels?
        • How do I add custom asset types?
        • What can you do within the fund universe area?
        • How do I setup Modeller Journey Override and Fund Based Journey?
    • Data and Application Security
      • Data and Application Security
  • Synaptic Client Care Desktop
    • Version 5 or above
      • Termination Options
        • Data Extracts
          • Installing FileMaker 15
          • Data Extract Tool (5.x)
          • Exporting a list of tasks into Excel
          • Simple Data Extract
          • Comprehensive XML Data Extract
          • Exporting Client Details into Excel
          • Exporting Holding Data to Excel
          • Exporting Scheme Information
          • Exporting Holding Fund Records
          • Truth Export
          • How to create an electronic staff member file
          • How to create an electronic client file
          • The right to data portability
        • Migration
          • Copying Databases for Data Migration
          • Data Migration Options
          • How to locate CCD Databases
          • How to find your Back-up location
          • Uninstalling FileMaker
        • Frequently Asked Questions
          • CCD Long-Term Licence
            • CCD Long-Term Licence FileMaker updates required
            • Migrating CCD from a Server to a Solo System
            • How do I obtain a CCD long-term user licence and how much will it cost?
            • Do I need to upgrade FileMaker?
            • Do I need to upgrade my CCD version to get a long-term licence?
            • CCD Long-Term Licence Minimum Hardware and Software Requirements
          • Bespoke
            • Can I continue paying for bespoke work to my system?
          • Contract Enquiry
            • Can I continue using the Contract Enquiry service with a long-term CCD licence?
            • Can I continue using the Contract Enquiry service after the product is end of life on 31/12/2019?
            • Can I continue using the Contract Enquiry service after support ends on 20/09/2019?
          • Data Extract
            • Can I still access my data?
            • Why must I pay for a data extract if I just paid for an upgrade?
            • What happens to my data?
          • Electronic Remuneration (EDI)
            • Can I continue using the Electronic Remuneration (EDI) service with a long-term CCD licence?
            • Can I continue using the Electronic Remuneration (EDI) service after the product is end of life?
            • Can I continue using the Electronic Remuneration (EDI) service after support ends on 20/09/2019?
          • End of Life Options
            • What are my options as a user of CCD?
          • General Questions
            • Will you be launching a new CRM to replace Client Care Desktop?
            • What do the Ancillary services include?
          • Notice
            • Do I still have to give notice?
      • Highlights
        • How to create an electronic client file
        • How to create an electronic staff member file
        • Deleting a client record
        • Deleting a staff member
        • Deletion Log
        • How to access the Client Audit Log
        • How to access the Staff Audit Log
        • How to record a breach
        • The Security Tab
      • Knowledge base
        • Clients
          • Clients - Getting Started
            • Staff Member Permissions
            • How do I add a new client record?
            • How do I do advanced client searching?
            • How do I locate an existing client record?
            • How do I add a holding to a client record?
            • Add a holding - Product Details
            • Adding a holding - Administration & Remuneration
            • Adding a decrement to an existing holding
            • How do I create an ISA holding?
            • How do I select an asset on a holding?
            • How do I setup a client fee?
            • How do I add a corporate holding?
            • Adding a diary item to a holding record
            • Where do I setup my word template?
            • Staff Audit Log
            • How to record a breach
            • How to access the Client Audit Log
            • How to create an electronic client file
            • How to create an electronic staff member file
            • Drawdown Calculator
          • Clients - Have a Question?
            • How do I create a birthday list?
            • Can I create a list of Christmas card names and addresses?
            • How do I disassociate Client and Partner records?
            • Can I associate existing client records?
            • How do I add a Directly Held Asset?
            • How do I allocate money to a contract within a SIPP?
            • How do I allocate money to a Bank Account in a SIPP?
            • How do I transfer money from a contract within a SIPP, to a new contract within the SIPP?
            • How do I update SIPP balances?
            • How do I setup a Bank Account within a SIPP
            • How do I update a SIPP Trustee Bank Account?
            • How do I update old SIPPs?
            • How do I add an Asset?
            • Can I analyse client profitability?
            • How do I print a found set of records?
            • What information do you need to complete in the Holdings> Administration area?
            • Where can I add a policy review date for a holding?
            • How do I setup income withdrawals on holdings?
            • How do I create Regular Initial Remuneration?
            • How do I update remuneration to reflect changes made on a holding?
            • How do I create an end of tax year ISA report?
            • How do I archive a holding?
            • How do I un-archive a holding?
            • How do I setup Clawbacks?
            • Can I identify clients holding a particular product?
            • How do I set a client to deceased on their record?
            • How do I create client letters?
            • How do I de-duplicate clients?
            • How do I change commission providers?
            • How do I access INVU from CCD?
            • How do I make a joint holding single?
            • How do I make an other asset single/joint?
            • Can I change a holding from single to joint?
            • How do I add existing holdings to a client record?
            • How do I create a one-off fee and invoice?
            • Can CCD integrate with Truth (Prestwood)?
            • How do I record Dividend income?
            • How do I add an initial contribution for an In-specie Asset?
            • Where can I add Direct Debit Mandate details?
            • How do I create regular initial commission?
            • How do I create a task for an enquiry?
            • How do I prepare a client invoice?
            • How do I manage regular client fees?
            • How do I setup Workflows/Trackers?
            • How do I record Time Spent working on a Work or Task item?
            • How do I add staff members and import details to a corporate record?
            • Can I add staff members to a corporate record manually?
            • How do I setup marketing diary reminders on a client's record?
            • How do I set up client address correspondence details?
            • Can I setup 'Key Person' dependency on CCD?
            • How do I record Key persons, directors and shareholders?
            • Can I link individual clients to corporate clients?
            • How do I do a Group Pension Scheme batch increment?
            • How do I add a Pension group scheme onto my corporate client?
            • How do I add a life insurance group scheme onto my corporate client?
            • How do I create a membership schedule for a corporate client?
            • How do I create a member premium schedule for a corporate client?
            • How do I do a batch increment for a Private Medical Insurance scheme?
            • How do I do a batch increment for a Permanent Health Insurance scheme?
            • How do I use Document Manager?
            • How do I do a batch increment for a Life insurance scheme?
            • How do I address letters to married couples?
            • Can I create reports for Time recorded?
            • Can I create a client report based on Product Basis?
            • What reports can I create within the Clients area?
            • How do I open documents previously added by 'Drag and drop'?
            • How do I record disbursements against a client?
            • How do I record money laundering details?
            • Can I generate a letter to a provider within a holding record?
            • How do I setup a Directly Held Asset within a SIPP?
            • How do I setup a Small Self Administered Scheme (SSAS)?
            • Where do I find SIPP reports?
            • Where can I find SSAS reports?
            • Where do I add a Key Person protection policy on a corporate client?
            • Where can I create a printable case submission summary?
            • How do I record servicing and review dates?
            • Why am I getting the 'Partner record exists for this client' message?
            • How do I research under an Enquiry?
            • How do I record recommendations?
            • How do I add a recommendation under an enquiry?
            • How do I add a key person policy?
            • How do I add a corporate client?
            • How do I add new business?
            • When creating a letter, I'm getting a disk full error - why is this?
            • How do I add a batch of new members to a group scheme?
            • How do I setup fund based commission?
            • How do I create a clawback?
            • How do I amend commission expectations?
            • How do I setup renewal commission?
            • I have posted commission under the wrong provider - how do I change it?
            • How do I use stored documents?
            • How do I identify client portfolios exposed to a particular asset?
            • How do I set up an enquiry?
            • How do I add a custom asset?
            • How do I add a single member to a group scheme?
            • How do I update client assets with new prices?
            • Can I add a unitised with profit fund?
            • How do I run the software updater?
            • Can I create a report based on holdings due a review in servicing?
        • Fact Find
          • Fact Find - Getting Started
            • Fact find - Introduction
            • Fact find - Overview
            • How do I navigate through the fact find?
            • How do I PDF and save a fact find?
            • How do I complete the Personal Financial Review overview?
          • Fact Find - Have a Question?
            • How do I view a fact find?
            • How do I print a fact find?
            • Can I link through to research tools and record advice given through the Fact find?
            • How do I create a corporate Fact find and complete the Employee Benefits area?
            • Where can I enter the account information for a corporate fact find?
            • How do I create a Commercial Fact find for loans?
            • How do I complete the objective area of the Corporate Fact find ?
            • How do I complete the Employee Benefits area of the Corporate Fact find
            • How can I print a Commercial Fact find?
            • How can I print a Corporate Fact Find?
            • Where can I find the employees benefit information on the corporate fact find?
            • How do I create a Commercial Fact find?
            • How do I prepare a suitability report using ATEB?
        • Admin
          • Admin - Getting Started
            • Using the Marketing Campaign Wizard
            • Processing New Business
            • Processing a receipt
            • Admin reports
          • Admin - Have a Question?
            • How do I add a new commission statement/receipt?
            • Can I locate target clients in CCD?
            • Can I create a manual marketing campaign?
            • How do I issue marketing communication?
            • How do I prepare new business based reports?
            • Can I create a list of clients and their holdings by adviser?
            • How do I post renewal and regular commission?
            • How do I view outstanding commission?
            • How do I record sundry receipts and bulk renewals?
            • How do I reconcile commission?
            • How do I unreconcile a receipt?
            • Where can I post client fees?
            • How do I view an invoice already issued?
            • Where can I create commission reports?
            • How do I record clawbacks?
            • How do I use the review section?
            • How can I track and report on outstanding enquiries?
            • How do I view the marketing diary?
            • Where can I manage the new business checklists?
            • How do I record basic work entries?
            • How do I print a found set of records?
            • How do I use the marketing tags?
            • How do I record monies received?
            • How do I follow up a marketing campaign?
            • How do I add new indices?
            • How do I add a new annuity rate?
            • How do I create a list of commissions due but not paid by client within a date range?
            • How do I create outstanding commission reports?
            • How do I create a new business pipeline report for an introducer?
            • How do I retrieve and remove items from the diary?
        • Setup
          • Setup - Getting Started
            • How to change passwords within CCD
            • Tax Tables 2018-2019
            • How to add a new Provider
            • Tax Tables instructions for version 3.3.3 or below 2017-2018
            • Tax Tables instructions for version 4 and above 2017-2018
            • Tax Tables 2019-2020
            • Tax Table Spreadsheet 2017-2018
            • How to add a new branch, location or appointed rep
            • How to uninstall a CCD workstation (Windows 7)
            • Updating a Provider name on records
          • Setup - Have a Question?
            • How do I setup document filing?
            • How do I update ISA limits?
            • How do I add an additional territory to an existing provider?
            • How do I setup CCD to use watermark?
            • How do I add my username and password for INVU?
            • How do I setup standard letters?
            • How do I setup standard auto text?
            • Can I Identify activity for a provider?
            • How do I add a network deductive?
            • How do I setup remuneration tolerances?
            • How do I add a provider domiciled in another territory?
            • How do I create standard forms?
            • How do I setup Adviser payaway defaults?
            • How do I create a Workflow/Tracker within Setup?
            • How do I create a standard letter?
            • How do I enter adviser fees in Setup?
            • How do I setup network splits in setup?
            • Where can I add my Company details and logo?
            • Can I create a found set of clients with a particular product?
            • How do I create an adviser record?
            • How do I setup a hourly charge?
            • How do I identify a type of provider?
            • Where can I add provider contact details?
            • How do I add a mortgage packager to CCD?
            • How do I add a commission administrator to CCD?
            • How do I record suitability text for a product?
            • Where can I record provider extranet logon details?
            • How do I add a new admin code?
            • How do I setup standard text for reports?
            • Can I change the style of word documents generated from CCD?
            • I'm getting an error when outputting to MS Word?
            • How do I add other assets?
            • How do I reset my own password?
            • As an Administrator, How do I reset a users password?
            • How do I add passwords for research tools etc?
            • How do I set the remuneration reconciliation date?
        • Compliance
          • Compliance - Getting Started
            • Adding a File check
            • Producing Compliance management reports
            • Generating KPI figures
            • Regulatory Reports
            • Populating data for regulatory reports - RMAR Summary
            • Setting up Adviser Fee Charging Structure - Adviser Charge Revenue (Section K)
            • Generating the Adviser Charge Revenue Report (Section K)
            • Detailed Report Information - Adviser Charge Revenue (Section K)
            • Regulated Business Revenue Report (Section B1)
            • Non-Regulated Business Revenue Report (Section B2)
            • Income from other regulated activities (Section B2)
            • T&C Advice Type Analysis (Section G)
            • Annual Income Report (Section J)
            • Setup a record for Consultancy Fee Structure - Consultancy Charge Revenue Report (Section L)
            • Running the Consultancy Charge Revenue report (Section L)
            • Detailed Report Information - Consultancy Charge Revenue (Section L)
          • Compliance - Have a Question?
            • How do I undertake a file check?
            • How do I print CPD information?
            • FCA reports (Gabriel)
            • How do I add Continuous Professional development (CPD) records?
            • How do I view historical KPI reports?
            • How do I view historical file checks?
            • How do I setup an adviser fee within Compliance?
            • How do I review CPD records for the company?
            • Can I record observations within Compliance?
            • How do I record development needs in Compliance?
            • Can I manually select files for checking?
            • How do I deal with Complaints in CCD?
            • Can I auto select files for checking?
            • Can I add references?
            • How do I record reviews where it has not led to a transaction?
        • Contacts
          • Contacts - Getting Started
            • Contacts - Recording contacts and Introducers
            • How do I add a new Introducer?
          • Contacts - Have a Question?
            • How do I prepare communications to a contact / Introducer?
            • How do I setup Introducers Payaway Defaults?
            • How do I enter Introducer Splits?
        • Updates
          • Updates - Getting Started
            • How to do a FE (Financial Express) update
            • Group Schemes - Batch Member Speadsheet
          • Updates - Have a Question?
            • What is the difference between a full and active FE fund update?
        • EDI
          • EDI - Getting Started
            • EDI payment methods
            • Recording Provider Settings
            • System EDI Settings
            • Receiving and Importing an EDI Message
            • Processing your EDI receipts
            • Dealing with Exceptions
            • Creating Bulk Receipts
            • Completing your EDI remuneration statement
          • EDI - Have a Question?
            • How do I process multiple providers on one electronic statement in EDI?
            • How do I process the electronic commission statement in EDI?
            • How do I use the bulk renewal option?
            • How do I import an Electronic Receipt within EDI?
            • How do I record an EDI large case check limit?
            • How do I record EDI payment methods?
            • How do I add a Bulk Renewal receipt?
            • How do I undo an Auto Matched EDI item?
            • How many users can access the EDI wallet?
            • How do I complete my EDI statement?
            • How do I deal with Provider exceptions in EDI?
            • How do I deal with agency exceptions in EDI?
            • How do I deal with surname exceptions in EDI?
            • How do I deal with Payment Method exceptions in EDI?
            • How do I deal with 'NO MATCH' exceptions in EDI?
            • How do I deal with a Multi-Match exception in EDI?
            • How do I deal with a Multi-Transaction exception in EDI?
            • How do I deal with a Policy Number Mis-match exception in EDI?
            • How do I deal with a Reconciliation Tolerance exception in EDI?
            • How do I deal with a Large Case Check exception in EDI?
            • How do I deal with a Policy Status exception in EDI?
            • How do I deal with a Commission Withheld exception in EDI?
            • Is it possible to have more than one exception?
            • What do all the tabs mean in the receipt?
            • How do I access and import an EDI message?
        • Contract Enquiry
          • Contract Enquiry - Getting Started
            • CE fund mapping
            • Where can I do a Contract Enquiry valuation?
            • Contract Enquiry Guide (Version 4.3.2 and above including import function)
            • Certificate Import Instructions
          • Contract Enquiry - Have a Question?
            • How do I un-map a fund?
            • I'm getting an error when using contract enquiry - what does it mean?
            • How does CCD deal with Fidelity Funds Network valulations?
            • I have added my new Unipass certificate and it's picking up the expired certificate - how do I delete this?
            • How do I setup Contract Enquiry providers in the CE utility?
            • How do I add my intermediary details into the CE utility?
        • Installation
          • Minimum Hardware and Software Requirements
          • Certificate Import Instructions
          • Remote Desktop Access
          • 5.0x Installation and Upgrade Guide
          • 5.1x Installation and Upgrade Guide
      • Release Notes
        • CCD 5.00 Release Notes
        • CCD 5.10 Release Notes
    • Version 4 or below
      • Termination Options
        • Data Extracts
          • Installing FileMaker Pro 15
          • Data Extract Tool (v4.5x)
          • Data Extract Tool (v4.0 to 4.3.3)
          • Exporting a list of tasks into Excel
          • Simple Data Extract
          • Comprehensive XML Data Extract
          • Exporting Client Details into Excel
          • Exporting Holding Data to Excel
          • Exporting Scheme Information
          • Exporting Holding Fund Records
          • Truth Export
          • How to create an electronic staff member file
          • How to create an electronic client file
          • The right to data portability
        • Migration
          • Copying Databases for Data Migration
          • Data Migration Options
          • How to locate CCD Databases
          • How to find your Back-up location
          • Uninstalling FileMaker
        • Frequently Asked Questions
          • CCD Long-Term Licence
            • CCD Long-Term Licence FileMaker updates required
            • How do I obtain a CCD long-term user licence and how much will it cost?
            • Can I upgrade to get support and then buy a long-term CCD licence?
            • Do I need to upgrade FileMaker?
            • Do I need to upgrade my CCD version to get a long-term licence?
            • CCD Long-Term Licence Minimum Hardware and Software Requirements
          • Contract Enquiry
            • Can I continue using the Contract Enquiry service with a long-term CCD licence?
            • Can I continue using the Contract Enquiry service after support ends on 20/09/2019?
            • Can I continue using the Contract Enquiry service after the product is end of life on 31/12/2019?
          • Data Extract
            • Can I still access my data?
            • Why must I pay for a data extract if I just paid for an upgrade?
            • What happens to my data?
          • End of Life Options
            • What are my options as a user of CCD?
          • General Questions
            • Will you be launching a new CRM to replace Client Care Desktop?
            • What do the Ancillary services include?
          • Notice
            • Do I still have to give notice?
      • Highlights
      • Knowledge base
        • Clients
          • Clients - Getting Started
            • Staff Member Permissions
            • Associating Clients
            • Disassociating Clients
            • How do I add a new client record?
            • How do I do advanced client searching?
            • How do I locate an existing client record?
            • How do I add a holding to a client record?
            • Client Servicing
            • Adding a holding - Product Details
            • Adding a holding - Administration & Remuneration
            • Adding a decrement to an existing holding
            • How do I create an ISA holding?
            • How do I select an asset on a holding?
            • How do I setup a client fee?
            • How do I add a corporate holding?
            • Adding a diary item to a holding record
            • Where do I setup my word template?
            • Navigating CCD
            • Input FIelds
            • Adding/Accessing Client Records
            • Adding a Partner record
            • Additional Client Information
            • Updating Enquiries
            • Adding a Product Based Holding
            • Common screens in All Holdings
            • Holdings: The Overview Page
            • Holdings: The Product Page
            • Holdings: The Contribution Page
            • Holdings: The Administration Page
            • Holdings: The Remuneration Page
            • Holdings: The Submission Page
            • Holdings: Investment Products
            • Holdings: Historic Valuations
            • Holdings: Archived Funds
            • Using Trackers/Workflows
            • Holdings: Cessation and Projection Tabs
            • Producing and viewing your letters via Work and Tasks
            • Holdings: Reports Tab
            • Entering a letter against a holding
            • Holdings: Withdrawals Tab
            • View letters via tasks
            • Holdings: Protection Products
            • Entering a letter against a client
            • Viewing letters via Work
            • Holdings: Mortgage Products
            • Holdings: The Property Tab
            • Holdings: The Notes Tab
            • Holdings: The Contacts Tab
            • Holdings: Retirement Products
            • Holdings: The Details Page
            • Holdings: Recording Other Assets
            • Holdings: Archiving a Holding
            • Work and Tasks
            • CCD Diary
            • Searching your database: The Basic Search
            • Using browse and find options
            • Using the 'Symbols' search
            • Searching in reports
            • Modify a search
            • Viewing the client's marketing diary
            • Holding Reviews
            • Scheduled Client Valuations
            • Client Fees
            • Creating a One Off Fee with an Invoice
            • Regular Fees
            • Invoicing for Multiple Fees
            • Offsetting Fees
            • Voiding an Invoice
            • Ancillary Fees
            • Setting Up Fees with Time Billed, Disbursements and Offsetting Remunerations
            • Client Account
            • Adding Corporate Clients
            • Adding Employees to the Corporate Client
            • Entering a Batch of Employees
            • Contracts and Schemes
            • Adding a Contract on a Corporate Client
            • Adding a Scheme
            • Adding Members to a Scheme
            • Adding a single member to a scheme
            • Adding a batch of members to a scheme
            • Member Review and Premium Schedules
            • Adding details to individual policies within the scheme
            • Bulk Updating Checklists
            • Group Schemes - Increases and Decreases of Salary
            • Group Schemes - Member Salary Update Spreadsheet
            • Group Schemes - Dealing with a Leaver manually
            • Group Schemes: Processing Leavers using the spreadsheet
            • Group Schemes - Leavers taking their GPP with them
            • Adding a New Self Invested Personal Pension - SIPP
            • Adding an initial contribution to a SIPP
            • Adding an Initial Contribution (In-Specie Asset) to a SIPP
            • Setting Up the Trustee Bank Account within a SIPP
            • Allocating Contributions to New Holdings (Assets) - SIPP
            • Setting Up a New Bank Account in a SIPP
            • Setting Up a New Directly Held Asset in a SIPP
            • Allocating to a new Contract in a SIPP
            • Updating New Bank Accounts, Directly Held Assets and Contracts within a SIPP
            • Adding a Contribution to an Existing Contract within a SIPP
            • Adding to an Existing Directly Held Asset within a SIPP
            • Adding to an Existing Bank Account within a SIPP
            • Reallocating Monies from an Asset
            • Updating Balances within a SIPP
            • Updating the Balance of the Trustee Bank Account within the SIPP
            • Updating the Value of the Bank Account within a SIPP
            • Keeping SIPP records updated
            • SIPP Reports
            • Small Self-Administered Scheme - SSAS
            • Adding a Directly Held Asset to a SSAS
            • Adding Contract Based Assets to a SSAS
            • Adding Contract Based Borrowing to a SSAS
            • How to record Loan Backs in a SSAS
            • How to add a Bank Account to a SSAS
            • SSAS Reports
            • Adding a New Wrap
            • Adding the Initial Contribution to a Wrap (If money)
            • Setting up a Cash Account on a Wrap
            • Allocating a contribution to a New Holding (Assets) within a Wrap
            • Setting up a New Bank Account within a Wrap
            • Setting up a New Directly Held Asset within a Wrap
            • Allocation to a New Contract within a Wrap
            • Updating New Bank Accounts, Directly Held Assets and Contracts within a Wrap
            • Adding to an Existing Contract within a Wrap
            • Adding to an Existing Directly Held Asset within a Wrap
            • Adding to an Existing Bank Account within a Wrap
            • Allocating Money from the Bank Account within a Wrap
            • Updating Balances within a Wrap
            • Updating the Balance of the Cash Account within a Wrap
            • Updating the Value of the Bank Account within a Wrap
            • Keeping Wrap Records Updated
            • Wrap Reports
            • Financial Planning Tools
            • Schedules
            • Product Basis Reports
            • Product Basis Reports - Schedules
            • Product Basis Reports - Analysis
            • Product Basis Reports - Charts
            • General Report Information
            • General Tab
            • General Reports - Charts
            • General Reports - Valuations Tab
            • Calculators
            • Life Assurance Shortfall Calculator
            • Critical Illness Calculator
            • Permanent Health Insurance Calculator
            • Capital vs. Income Calculator
            • Capital vs. Income Calculator - Quick Report - Statistical and Graphical
            • Individual Savings Goal Calculator
            • Rate of Return Analysis Calculator
            • Compound Interest Calculator
            • Foreign Exchange Calculator
            • Personal Pension Calculator
            • Drawdown Calculator
            • Annuity Purchase Calculator
            • Income Tax Calculator
            • Inheritance Tax for Surviving Spouse
            • School Fees Calculator
            • Mortgage Calculator
            • Inheritance Tax Calculator
            • Report Wording
            • Fact Find Holistic Report - Personal Financial Review
            • Research and Third Party Integrations
          • Clients - Have a Question?
            • How do I create a birthday list?
            • Can I create a list of Christmas card names and addresses?
            • How do I disassociate Client and Partner records?
            • Can I associate existing client records?
            • How do I add a Directly Held Asset?
            • How do I allocate money to a contract within a SIPP?
            • How do I allocate money to a Bank Account in a SIPP?
            • How do I transfer money from a contract within a SIPP to a new contract within the SIPP?
            • How do I update SIPP balances?
            • How do I setup a Bank Account within a SIPP?
            • How do I update a SIPP Trustee Bank Account?
            • How do I update old SIPPs?
            • How do I add an Asset?
            • Can I analyse client profitability?
            • How do I print a found set of records?
            • What information do you need to complete in the Holding>Administration area?
            • Where can I add a policy review date for a holding?
            • How do I setup income withdrawals on holdings?
            • How do I create Regular Initial Remuneration?
            • How do I update remuneration to reflect changes made on a holding?
            • How do I create a end of tax year ISA report?
            • How do I archive a holding?
            • How do I un-archive a holding?
            • How do I setup Clawbacks?
            • Can I identify clients holding a particular product?
            • How do I set a client to deceased on their record?
            • How do I create client letters?
            • How do I de-duplicate clients?
            • How do I change commission providers?
            • How do I access INVU from CCD?
            • How do I make a joint holding single?
            • How do I make an other asset single/joint?
            • Can I change a holding from single to joint?
            • How do I add existing holdings to a client record?
            • How do I create a one-off fee and invoice?
            • Can CCD integrate with Truth (Prestwood)?
            • How do I record Dividend Income?
            • How do I add an initial contribution for an In-specie Asset?
            • Where can I add Direct Debit Mandate details?
            • How do I create regular initial commission?
            • How do I create a task for an enquiry?
            • How do I create a task within a holding?
            • How do I prepare a client invoice?
            • How do I manage regular client fees?
            • How do I setup Workflows/Trackers?
            • How do I record Time Spent working on a Work or Task item?
            • How do I add staff members and import details to a corporate record?
            • Can I add staff members to a corporate record manually?
            • How do I setup marketing diary reminders on a client's record?
            • How do I set up client address correspondence details?
            • Can I setup 'Key Person' dependency on CCD?
            • How do I record Key persons, directors and shareholders?
            • Can I link individual clients to corporate clients?
            • How do I do a Group Pension Scheme batch increment?
            • How do I add a Pension group scheme onto my corporate client?
            • How do I add a life insurance group scheme onto my corporate client?
            • How do I create a membership schedule for a corporate client?
            • How do I create a member premium schedule for a corporate client?
            • How do I do a batch increment for a Private Medical Insurance scheme?
            • How do I do a batch increment for a Permanent Health Insurance scheme?
            • How do I use Document Manager?
            • How do I do a batch increment for a Life insurance scheme?
            • How do I address letters to married couples?
            • Can I create reports for Time recorded?
            • Can I create a client report based on Product Basis?
            • What reports can I create within the Clients area?
            • How do I open documents previously added by 'Drag and drop'?
            • How do I record disbursements against a client?
            • How do I record money laundering details?
            • Can I generate a letter to a provider within a holding record?
            • How do I setup a Directly Held Asset within a SIPP?
            • How do I setup a Small Self Administered Scheme (SSAS)?
            • Where do I find SIPP reports?
            • Where can I find SSAS reports?
            • Where do I add a Key Person protection policy on a corporate client?
            • Where can I create a printable case submission summary?
            • How do I record servicing and review dates?
            • Why am I getting the 'Partner record exists for this client' message?
            • How do I research under an Enquiry?
            • How do I record recommendations?
            • How do I add a recommendation under an enquiry?
            • How do I add a key person policy?
            • How do I add a corporate client?
            • How do I add new business?
            • When creating a letter, I'm getting a disk full error - why is this?
            • How do I add a batch of new members to a group scheme?
            • How do I setup fund based commission?
            • How do I create a clawback?
            • How do I amend commission expectations?
            • How do I setup renewal commission?
            • I have posted commission under the wrong provider - how do I change it?
            • How do I use stored documents?
            • How do I identify client portfolios exposed to a particular asset?
            • How do I set up an enquiry?
            • How do I add a custom asset?
            • How do I add a single member to a group scheme?
            • How do I update client assets with new prices?
            • Can I add a unitised with profit fund?
            • How do I run the software updater?
            • Can I create a report based on holdings due a review in servicing?
            • How do I convert an enquiry into a holding?
            • How do I do a Summary Valuation?
        • Fact Find
          • Fact Find - Getting Started
            • Fact find - Introduction
            • Fact find - Overview
            • How do I navigate through the fact find?
            • How do I PDF and save a fact find?
            • How do I complete the Personal Financial Review overview?
            • Fact Find: Creating a New Fact Find
            • Fact Find: The Personal Section
            • Fact Find: The Affordability/Net worth and Borrowing Page
            • Fact Find: The Events Analysis
            • Fact Find: The Net Worth
            • Fact Find: The Borrowings Page
            • Fact Find: Planning
            • Fact Find: Requirements
            • Fact Find: Print Options
            • Fact Find: The Short Fact Find
            • Fact Find: Attitude to Risk
            • Fact Find: Knowledge & Experience Questionnaire
            • Fact Find: Completion
            • Fact Find: Order for Completion
            • Fact Find: Recording the Fact Find in the View Options
          • Fact Find - Have a Question?
            • How do I view a fact find?
            • How do I print a fact find?
            • Can I link through to research tools and record advice given through the Fact find?
            • How do I create a corporate Fact find and complete the Employee Benefits area?
            • Where can I enter the account information for a corporate fact find?
            • How do I create a Commercial Fact find for loans?
            • How do I complete the objective area of the Corporate Fact find ?
            • How do I complete the Employee Benefits area of the Corporate Fact find
            • How can I print a Commercial Fact find?
            • How can I print a Corporate Fact Find?
            • Where can I find the employees benefit information on the corporate fact find?
            • How do I create a Commercial Fact find?
            • How do I prepare a suitability report using ATEB?
        • Admin
          • Admin - Getting Started
            • Using the Marketing Campaign Wizard
            • Processing New Business
            • Processing a receipt
            • Admin reports
            • Email Marketing
            • Creating a manual campaign using the data table
            • Client Reviews
            • Policy Reviews
            • Global Remuneration Settings
            • Remuneration Suppression
            • Reconciling Remuneration
            • Settlements
            • Remuneration Reports
            • Bulk Updating Checklists - Using the Compliance Tab
            • Group Schemes - Reports
            • Group Schemes - Updating New Business Checklists
            • Group Schemes - Updating Compliance Checklists
          • Admin - Have a Question?
            • How do I add a new commission statement/receipt?
            • Can I locate target clients in CCD?
            • Can I create a manual marketing campaign?
            • How do I issue marketing communication?
            • How do I prepare new business based reports?
            • Can I create a list of clients and their holdings by adviser?
            • How do I post renewal and regular commission?
            • How do I view outstanding commission?
            • How do I record sundry receipts and bulk renewals?
            • How do I reconcile commission?
            • How do I unreconcile a receipt?
            • Where can I post client fees?
            • How do I view an invoice already issued?
            • Where can I create commission reports?
            • How do I record clawbacks?
            • How do I use the review section?
            • How can I track and report on outstanding enquiries?
            • How do I view the marketing diary?
            • Where can I manage the new business checklists?
            • How do I record basic work entries?
            • How do I print a found set of records?
            • How do I use the marketing tags?
            • How do I record monies received?
            • How do I follow up a marketing campaign?
            • How do I add new indices?
            • How do I add a new annuity rate?
            • How do I create a list of commissions due but not paid by client within a date range?
            • How do I create outstanding commission reports?
            • How do I create a new business pipeline report for an introducer?
            • How do I retrieve and remove items from the diary?
        • Setup
          • Setup - Getting Started
            • System Setup Wizard
            • The Setup Module
            • Logging into CCD for the first time
            • How to change passwords within CCD
            • How to add a new Provider
            • How to licence Client Care Desktop (CCD) 4 to 4.3
            • How to licence Client Care Desktop (CCD) version 3.x
            • Tax Tables instructions for version 3.3.3 or below 2017-2018
            • Tax Tables instructions for version 4 and above 2017-2018
            • Tax Table Spreadsheet 2017-2018
            • How to add a new branch, location or appointed rep
            • How to uninstall a CCD workstation (Windows 7)
            • Locations/Branches
            • Logging into CCD
            • Staff List
            • Amending Staff Records
            • Amending Provider Records
            • Products
            • Prices
            • Technical
            • Tables
            • Introducers
            • Getting ready to use standard templates
            • Storing your standard letters in CCD
            • Copy and paste existing word letters
            • Type in a New Standard Letter
            • Using the Message Maker to setup Standard Letters
            • Copying in and Updating Using Message Maker
            • Auto-Text
            • Copy and Paste or Free Format Type
            • How to setup an Administrator
            • Setting up new staff members
            • Amending information in the Staff List
            • Security - No Advanced Security Licence
            • Security - Active advanced security licence
            • Providers
            • Products & Other Assets
            • Setting up Word Processing and Email
            • Setting Up Integrations
            • Extracts
            • Application and Integration Passwords
            • Setting Up Client Servicing Propositions
            • Regional
            • Adviser Pay Away Defaults
            • Introducer Pay Away Defaults
            • Recording Fees
            • Creating Remuneration Expectations
            • Adding an initial piece of Remuneration
            • Adding an On-Going/Regular Remuneration
            • Remuneration Reconciliation Process
            • Posting Expected Remuneration
            • Processing an Amount Received
            • Setting Up Remuneration Settings
            • Tax Tables 2018-2019
          • Setup - Have a Question?
            • How do I setup document filing?
            • How do I update ISA limits?
            • How do I add an additional territory to an existing provider?
            • How do I setup CCD to use watermark?
            • How do I add my username and password for INVU?
            • How do I setup standard letters?
            • How do I setup standard auto text?
            • Can I Identify activity for a provider?
            • How do I add a network deductive?
            • How do I setup remuneration tolerances?
            • How do I add a provider domiciled in another territory?
            • How do I create standard forms?
            • How do I setup Adviser payaway defaults?
            • How do I create a Workflow/Tracker within Setup?
            • How do I create a standard letter?
            • How do I enter adviser fees in Setup?
            • How do I setup network splits in setup?
            • Where can I add my Company details and logo?
            • Can I create a found set of clients with a particular product?
            • How do I create an adviser record?
            • How do I setup a hourly charge?
            • How do I identify a type of provider?
            • Where can I add provider contact details?
            • How do I add a mortgage packager to CCD?
            • How do I add a commission administrator to CCD?
            • How do I record suitability text for a product?
            • Where can I record provider extranet logon details?
            • How do I add a new admin code?
            • How do I setup standard text for reports?
            • Can I change the style of word documents generated from CCD?
            • I'm getting an error when outputting to MS Word?
            • How do I add other assets?
            • How do I reset my own password?
            • As an Administrator, How do I reset a users password?
            • How do I add passwords for research tools etc?
            • How do I set the remuneration reconciliation date?
            • Can I add a provider to a favourite list?
            • Where do I add my ATEB details within CCD?
        • Compliance
          • Compliance - Getting Started
            • Adding a File check
            • Producing Compliance management reports
            • Generating KPI figures
            • Regulatory Reports
            • Populating data for regulatory reports - RMAR Summary
            • Setting up Adviser Fee Charging Structure - Adviser Charge Revenue (Section K)
            • Generating the Adviser Charge Revenue Report (Section K)
            • Detailed Report Information - Adviser Charge Revenue (Section K)
            • Regulated Business Revenue Report (Section B1)
            • Non-Regulated Business Revenue Report (Section B2)
            • Income from other regulated activities (Section B2)
            • T&C Advice Type Analysis (Section G)
            • Annual Income Report (Section J)
            • Setup a record for Consultancy Fee Structure - Consultancy Charge Revenue Report (Section L)
            • Running the Consultancy Charge Revenue report (Section L)
            • Detailed Report Information - Consultancy Charge Revenue (Section L)
            • Adding references to an Adviser record
            • Adding Credit Checks to an Adviser Record
            • Recording an Adviser's Qualifications and Specifications
            • Automatic Case Checks and File Reviews
            • Manually Selecting Case Checks and File Checks
            • Completing a File Review
            • Completing a Case Check
            • Key Performance Indicators - Setting KPI Standards
            • Generating KPI Reports
            • Viewing Completed KPI Reports
            • Observations
            • Viewing Observations
            • Recording an Adviser's Development
            • Viewing Existing Development Records
            • Recorded Continuous Professional Development (CPD)
            • Reviewing CPD Records
            • Complaints
            • Producing Compliance Reports
            • Management Reports
            • Regulatory Reports
            • Work
          • Compliance - Have a Question?
            • How do I undertake a file check?
            • How do I print CPD information?
            • How do I add Continuous Professional development (CPD) records?
            • FCA reports (Gabriel)
            • How do I view historical KPI reports?
            • How do I view historical file checks?
            • How do I setup an adviser fee within Compliance?
            • How do I review CPD records for the company?
            • Can I record observations within Compliance?
            • How do I record development needs in Compliance?
            • Can I manually select files for checking?
            • How do I deal with Complaints in CCD?
            • Can I auto select files for checking?
            • Can I add references?
            • How do I record reviews where it has not led to a transaction?
        • Contacts
          • Contacts - Getting Started
            • Contacts - Recording contacts and Introducers
            • How do I add a new Introducer?
          • Contacts - Have a Question?
            • How do I prepare communications to a contact / Introducer?
            • How do I setup Introducers Payaway Defaults?
            • How do I enter Introducer Splits?
        • Updates
          • Updates - Getting Started
            • Group Schemes - Batch Member Speadsheet
            • How to do a FE (Financial Express) update
            • Using the Import Wizard
            • Group Schemes - Transfers In
            • Group Schemes - Using the Transfer In Spreadsheet
          • Updates - Have a Question?
            • What is the difference between a full and active FE fund update?
        • EDI
          • EDI - Getting Started
            • EDI payment methods
            • Recording Provider Settings
            • System EDI Settings
            • Receiving and Importing an EDI Message
            • Processing your EDI receipts
            • Dealing with Exceptions
            • Creating Bulk Receipts
            • Completing your EDI remuneration statement
          • EDI - Have A Question?
            • How do I process multiple providers on one electronic statement in EDI?
            • How do I process the electronic commission statement in EDI?
            • How do I use the bulk renewal option?
            • How do I import an Electronic Receipt within EDI?
            • How do I record an EDI large case check limit?
            • How do I record EDI payment methods?
            • How do I add a Bulk Renewal receipt?
            • How do I undo an Auto Matched EDI item?
            • How many users can access the EDI wallet?
            • How do I complete my EDI statement?
            • How do I deal with Provider exceptions in EDI?
            • How do I deal with agency exceptions in EDI?
            • How do I deal with surname exceptions in EDI?
            • How do I deal with Payment Method exceptions in EDI?
            • How do I deal with 'NO MATCH' exceptions in EDI?
            • How do I deal with a Multi-Match exception in EDI?
            • How do I deal with a Multi-Transaction exception in EDI?
            • How do I deal with a Policy Number Mis-match exception in EDI?
            • How do I deal with a Reconciliation Tolerance exception in EDI?
            • How do I deal with a Large Case Check exception in EDI?
            • How do I deal with a Policy Status exception in EDI?
            • How do I deal with a Commission Withheld exception in EDI?
            • Is it possible to have more than one exception?
            • What do all the tabs mean in the receipt?
            • How do I access and import an EDI message?
        • Contract Enquiry
          • Contract Enquiry - Getting Started
            • CE fund mapping
            • Where can I do a Contract Enquiry valuation?
            • Contract Enquiry Guide (Version 4.3.2 including import function)
            • Certificate Import Instructions
            • Contract Enquiry
            • Incorrect Fund Selection
            • Bulk Valuations
          • Contract Enquiry - Have a Question?
            • How do I un-map a fund?
            • Contract Enquiry Guide (version 4.3.1 and below)
            • I'm getting an error when using contract enquiry - what does it mean?
            • How does CCD deal with Fidelity Funds Network valulations?
            • Contract Enquiry Update v1.7.2
            • I have added my new Unipass certificate and it's picking up the expired certificate - how do I delete this?
            • How do I setup Contract Enquiry providers in the CE utility?
            • How do I add my intermediary details into the CE utility?
      • Guides
        • Version 4.0
          • CCD - Getting Started V4 User Guide
          • CCD - Advanced V4 User Guide
          • CCD - Setting Up V4 User Guide
          • CCD - Compliance V4 User Guide
          • CCD - Commission and Fees V4 User Guide
          • CCD - Complex Holdings V4 User Guide
          • CCD - Group Schemes V4 User Guide
          • CCD - Financial Planning Tools V4 User Guide
          • CCD - Document Manager V4 User Guide
          • CCD - EDI V4 User Guide
        • Version 4.0.1
          • CCD - Wrap User Guide v4.0.1
          • CCD - Setting Up User Guide v4.0.1
          • CCD v4.0.1 Overview of SIPP Workflow
        • Version 4.1
          • CCD - Getting Started V4.1 User Guide
          • CCD - Advanced V4.1 User Guide
          • CCD - Setting Up V4.1 User Guide
          • CCD - Complex Holdings V4.1 User Guide
          • CCD - Compliance V4.1 User Guide
          • CCD - Commission and Fees V4.1 User Guide
          • CCD - Group Schemes V4.1 User Guide
          • CCD - Financial Planning Tools V4.1 User Guide
          • CCD - EDI V4.1 User Guide
          • CCD - Document Manager V4.1 User Guide
          • CCD - Contract Enquiry v4.1 User Guide
        • Version 4.2
          • CCD - EDI V4.2 User Guide
          • CCD - Group Schemes V4.2 User Guide
          • CCD - Contract Enquiry v4.2 User Guide
          • CCD - Advanced v4.2 User Guide
          • CCD - Commission and Fees v.4.2 User Guide
        • Version 4.3
          • CCD v4.3 User Guide
          • CCD Getting Started V4.3 User Guide
          • CCD Advanced V4.3 User Guide
          • CCD - Setting Up V4.3 User Guide
          • CCD - Compliance V4.3 User Guide
          • CCD - Commission and Fees V4.3 User Guide
          • CCD - Complex Holdings V4.3 User Guide
          • CCD - Financial Planning Tools V4.3 User Guide
          • CCD - Group Schemes V4.3 User Guide
          • CCD - Document Manager V4.3 User Guide
          • CCD - Edit Suite V4.3 User Guide
        • Version 4.3.1
          • CCD User Guide v4.3.1
          • CCD User Guide - v4.3 and v4.3.1 Combined
          • CCD - Getting Started v4.3.1 User Guide
          • CCD - Advanced CCD and Administration v4.3.1 User Guide
          • CCD - Setting Up v4.3.1 User Guide
          • CCD - Compliance v4.3.1 User Guide
          • CCD - Group Schemes v4.3.1 User Guide
          • CCD - Financial Planning Tools v4.3.1 User Guide
          • CCD - Complex Holdings v4.3.1 User Guide
          • CCD - Document Manager v4.3.1 User Guide
          • CCD - Remuneration v4.3.1 User Guide
          • CCD Client User Manual - Consultancy Charges Report (Section L)
          • CCD Client User Manual - Adviser Charge Revenue Report (Section K)
          • Fee Mapping from 4.3 to 4.3.1
          • CCD Contract Enquiry Guide (4.3.1 and below)
        • Version 4.3.2
          • CCD Upgrade User Guide v4.3.2
          • CCD - Getting Started v4.3.2 User Guide
          • CCD - Advanced CCD and Administration v4.3.2 User Guide
          • CCD - Setting up v4.3.2 User Guide
          • CCD - Complex Holdings v4.3.2 User Guide
          • CCD - Remuneration v4.3.2 User Guide
          • CCD - Compliance v4.3.2 User Guide
          • CCD - Group Schemes v4.3.2 User Guide
          • CCD - Document Manager v4.3.2 User Guide
          • CCD - Financial Planning Tools v4.3.2 User Guide
          • CCD Contract Enquiry Guide (v4.3.2 and above including import function)
      • Release Notes
        • CCD 4.0.1 Features and Modifications
        • CCD 4.1 Features & Modifications
        • CCD 4.2 Features and Modifications
        • CCD 4.3 Features and Modifications
        • CCD 4.3.1 Features and Modifications
        • CCD 4.3.2 Features and Modifications
        • CCD 4.50 Release Notes
        • CCD 4.51 Release Notes
      • Troubleshooting
        • Unable to Open CCD on a Multi User Set Up
  • Home
  • Synaptic Client Care Desktop
  • Version 5 or above
  • Termination Options

Frequently Asked Questions

CCD Long-Term Licence

Bespoke

Contract Enquiry

Data Extract

Electronic Remuneration (EDI)

End of Life Options

General Questions

Notice

About this Article
  • Created: 31/12/1969 8:00 pm BST
  • Last updated: 31/12/1969 8:00 pm BST
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