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If you are expecting to see a specific provider or platform in the research, they may be unavailable for a number of reasons If you have created a Central Investment Proposition. The product is either not in the CIP or is in the CIP, but not alloc...
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Stakeholder can be selected in the Comparison with Ex Ante and Ex Ante results screen. When selecting a retirement wrapper in the investment details, the 'Stakeholder' button will be available to select: The Stakeholder button will be h...
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You will need to make sure the Central Investment Proposition is set to active. Navigate to Investment Pathways: In the Central Investment Proposition area, find the record you have created. If the Active column shows the CIP as Inactiv...
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Navigate to Investment Pathways: When creating a Central Investment Proposition, you will get the choice of making it Active upfront: If you would prefer to work on the CIP before marking it as active, you can navigate back to ...
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Pathways has been designed to open a tab in the navigation bar when the item you are working on does not have a dedicated tab. Risk questionnaires & Illustrations will appear in the navigation bar as they can only be opened through a contact re...
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Navigate to Google Chrome and enter https://chrome.google.com/webstore/category/extensions?hl=en-uk into the address bar. This will open extensions within Google Chrome. Search for an extension application called IE Tab. This allows Silver...
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Instant Cover for Accident, Sickness and Unemployment is now available on Synaptic Webline. To apply for Accident, Sickness and Unemployment cover, Best Insurance requires you to pre-register before an application can be processed. Pre-register h...
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Your browser does not support HTML5 video. To apply for Accident, Sickness and Unemployment cover, Best Insurance requires you to pre-register. See article Can I get instant cover for Accident, Sickness and Unemployment? for more informat...
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Using Internet Explorer mode provides compatibility with Silverlight while using Microsoft Edge technology, much the same as if a plugin/extension is used. To access Comparator using Microsoft Edge please use the following steps: Firstly, access...
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Changes to the latest Investment Strategy requires you to complete a new Attitude to Risk Questionnaire for your client. A field has been added to show the client's Previous Risk Rating, as seen below: ...