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This article is a continuation of Switching - Add Target Scheme Once the Target Scheme has been added, the results screen will display the Target Scheme information at the top of the screen. The cheapest option will automatically be sele...
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This article is a continuation of Switching - Add Ceding Scheme Add a Target Scheme through the + Add Target Scheme button: Choose a target product or leave blank for a comparison of available products. In this example we wil...
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Once the Research has been created, you can start to add Ceding Schemes to the research. See articles on how to create switching research - Switching - Creating through the homepage , Switching - Creating in the research tab or Switching - Creat...
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This article is a continuation of Switching - Creating within a client record For further information on Switch research, see article Switching - Add Ceding Scheme ...
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This article is a continuation of Switching - Creating in the research tab Switching Research can be created directly from the Pathways homepage, through the Research tab and within a Contact record. To create switching research within a co...
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This article is a continuation of Switching - Creating through the homepage Switching Research can be created directly from the Pathways homepage, through the Research tab and within a Contact record. To create Switching research in the Research...
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Switching research can be created directly from the Pathways homepage, through the Research tab and within a Contact record. To create switching research directly from the Homepage, hover over the Research tab and select the down arrow: Select ...
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This article is a continuation of Platform Holdings - Withdrawals The Performance tab lists all valuations done (manual or through electronic valuations) against the holding. For more information on the valuation, click into the Perform...
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This article is a continuation of Platform Holdings - Contributions Add withdrawals to a Holding by selecting New Select Regular, Single or Transfer: Complete the details of the Withdrawal: Once the fields are complete, Sa...
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This article is a continuation of Platform Holdings - Underlying Assets To add contributions to an Platform Holding. Click New in the Contributions area: Select either Regular, Single or Transfer: Complete the details of the Contributio...