Holdings: Protection Products

When recording Protection Products, there will be these specific pages to complete:

The ‘Remuneration administrator’ field allows you to record who will be paying the remuneration, if it is different from the Product Provider.  The provider who is the ‘Remuneration administrator’ needs to be set up as a ‘Remuneration administrator’ and this is done via Setup>Providers>Information>Services.  This can only be done if you have access to the Setup Module.

On the ‘Sums assured’ tab enter the levels of cover: