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Client special deals will be used above firm, network and portfolio deals. They are created within the Contact record. Navigate to the contact record: Navigate into the Special Deals tab: Click the New button: Select Platforms o...
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Navigate into the holding: To create a Holding Report , click on the drop down arrow on the top right of the screen: Select Holding Report: Select sub-holdings to include in the report and choose to include Plan Factsheets. S...
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Navigate into the holding: To create a Holding Report , click on the drop down arrow on the top right of the screen: Select Holding Report: Choose to include Plan Factsheets and Submit: The report will include: Client...
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Created On: 26/02/2024
in Pathways Protection This article is a continuation of Edit/View Benefit . Create a joint life quote by clicking the Add Client+ button in the Clients tab of a protection quote: Select Existing Client or complete details to Create a New Client Th...
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Created On: 26/02/2024
in Pathways Protection Click the Apply button next to the chosen quote: Read and accept documents before continuing to apply: Repeat for any Variations and Continue: This will take you through to the Provider website to complete the quote. ...
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Created On: 26/02/2024
in Pathways Protection View More info & Documents for each provider: This area will show Variations, Documents and Commission: ...