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Transaction costs are taken from the Mifid ii feed. In some cases, due to reporting requirements which allow for delay impact, this can result in a negative transaction cost. The delay impact is caused by the difference between the price immediate...
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Costs and charges that have been returned in Pathways using our calculations engine cannot be derived by adding the sum of provider brochure published charges. The calculations engine is more complex and utilises many different factors to provide an...
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Created On: 13/02/2024
in Pathways Integrations CIExpert You will be able to view the status of your assessment within CIExpert. When ready to complete the application form, click Apply Now Click Apply Now to be redirected to straight to the provider website to comp...
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Created On: 13/02/2024
in Pathways Documentation
To help you carry out your due diligence, we have put together responses to the most commonly asked questions within this document available for download: Synaptic Pathways Due Diligence.pdf We are happy to carry out more detailed due dilig...
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Created On: 13/02/2024
in Pathways Integrations CIExpert To set Synaptic as the default quote provider in CIExpert, select the assessment you wish to work on Click on the Synaptic button Click Set as Favourite Synaptic will now be set as the default quote provider indicated by t...
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Created On: 13/02/2024
in Pathways Integrations CIExpert Log into Synaptic Pathways , find or add a Client Add relevant Client Details needed to obtain a Critical Illness quote, such as Birthdate and Sex Under the Medical tab, add Smoker Status. If you would like to request Partial...
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Created On: 13/02/2024
in Pathways Integrations CIExpert Click on the CIExpert button Select the quote comparison scenario you wish to review in CIExpert and click Send to CIExpert You will see a Success message to confirm the results for your selected scenario have been sent to CIExpert ...
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Created On: 13/02/2024
in Pathways Integrations CIExpert Within CIExpert , you will see a screen with a list of your assessments. Select the assessment you wish to work on You will see the Client details imported from Synaptic Pathways Protection Comple...
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Created On: 13/02/2024
CIExpert is a leading and independent critical illness cover (CIC) comparison tool that creates in-depth analysis to enable advisers to understand and assess the best choice for their clients and arms them with the tools to convey the rationale to t...
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Pathways permission settings for intelliflo office integration You will need to grant permission for Synaptic Pathways to receive and send information to intelliflo office. Click on your avatar (profile icon) at the top right of the screen and...