Holdings: The Administration Page

The Administration page is made up of the new business checklist and only needs to be completed where a piece of business is marked as new business.

It is not possible to mark the new business record as complete until all the fields highlighted in red have been completed and this is normally once a holding has been put into force.  The fields that need completing will change depending on the type of product entered.

‘Administration’ and ‘Contract’ tabs need to be completed to ensure the new business checklist can be completed. ‘Case source’ tab does not need to be completed to complete the new business check list and is ‘nice to have’ information.

The ‘Cessation’ tab needs to be completed when a holding is cancelled or closed.