-
Within the Webline Protection area of the knowledgebase, we will show you how to obtain multiple protection quotes and apply electronically. The products that can be quoted and applied for, using this software are as follows: Standalone Pro...
-
When selecting ‘Phased Drawdown’ there is a screen within the Step-by-Step process that allows you to compare PCLS and UFPLS, allowing you select the best option for you client.
-
Your browser does not support HTML5 video. Save time by easily pulling funds from a portfolio in Portfolio Builder into a client’s holding instead of adding them one-by-one. ...
-
To view or print Provider documents, click on Provider Documents within the More tab. Within this section, you will find a list of providers. Click on the provider required and their available documents will be displayed, as shown i...
-
An other income has to be added, as this will be the income the client lives on during the phased period.
-
The Investment Association (IA) have renamed the IA Money Market sector to IA Standard Money Market. All funds previously listed in IA Money Market can be located within the newly named sector. As sectors are listed alphabetically in Synaptic ...
-
Your browser does not support HTML5 video. ...
-
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...
-
The Settings tab on the top right of the screen allows you to view your Account Details, such as Company name and contact details. Your company details cannot be changed from this area. Please contact Support to request any changes t...
-
The Multi benefit quotation steps follow the same journey as the Standalone Products with few changes to the navigation. Start the Multi Benefit quote after filling in the client details by selecting the Multi Benefit Products tab. Sele...