How do I convert an enquiry into a holding?

To convert an enquiry to a full holding record, first access the Enquiry and check that all information is correct as per the adviser’s recommendation.   If the client has decided to proceed, but not on the terms/amount in the recommendation, do not adjust at this time as for audit purposes the enquiry should remain as it was when the recommendation was made.  

Amendments to term or contribution can be made on the full holding record and will not then affect the enquiry record.

Go to the ‘Cover and investment’ screen of the Enquiry and click on the link at the bottom of the page:

Select ‘Yes’ from the above pop up and you will then be moved to the Product screen in the full holding record.

You will now proceed to add the holding completing the fields that have not pulled through from the recommendation.