Holdings: The Overview Page

The Overview page is a non-modifiable page and is for a quick view of the holding. This page will give key information about the holding.

If the holding has been set up with the wrong ‘Life / lives assured’, this can be changed.  Click onto the ‘Change’ button.  Use this field to either change to joint life or change to a single life for the partner:

If the client belongs to one adviser, but the business has been written by another, record this using the ‘More’ button, to the right of the adviser name.  Click into the ‘Adviser’ field and choose the adviser for this piece of business: