Save the below file to your desktop:
Once saved, follow the instructions below for your version of Client Care Desktop:
Instructions for version 3.3.3 or below 2017-2018
Instructions for version 4 and above 2017-2018
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- Risk Rated Holdings
- Risk Rated Holdings within the Client Module
- Risk Rated Holdings within Modeller
- Synaptic Software Client User Guide
- Synaptic Software Client Administration Guide
- Getting started - Client Module & ATR Questionnaire
- Getting Started - Creating Holdings
- Top Tip - Adding a Portfolio into a Holding
- Improved Client Search
- Application Tabs
- Creating New Clients
- Adding & Removing Users from the Client Module
- Attitude to Risk (ATR)
- Creating Holdings
- Custom Asset Types
- Finding an Existing Client
- Setting Vitality Client Status within Comparator
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- Synaptic Risk Rating User Guide
- Introduction to Stochastic Modelling in Personal Financial Planning
- A2Risk Adviser Guide
- What is included in the Risk Service?
- Accessing the Risk Service in Synaptic Suite
- Accessing the Attitude to Risk Questionnaire
- Using Synaptic Attitude to Risk Questionnaire
- Top Tip - Attitude to Risk Questionnaire
- Top Tip - Paper Attitude to Risk Questionnaire
- Top Tip - Using your client's Attitude to Risk to select a Portfolio or Fund
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- Synaptic Modeller User Guide
- What is Synaptic Modeller?
- Risk Rated Holdings within Modeller
- Adding a New Client
- Finding an Existing Client
- Setting the Default Attitude to Risk
- Client Attitude to Risk Report
- Recording Holdings
- Modelling a Goal Based Scenario
- Finding Existing Goals
- Reviewing a Goal
- Scenario Modelling Report
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- How do I use the work space for modelling new scenarios?
- How do I rebalance portfolios?
- What do the Modeller graphs tell me?
- I have completed the modelling session, but the final report is not loading – why is this?
- I cannot find a specific fund in Modeller – why is this?
- My chosen fund is unavailable – why is this?
- My chosen fund’s asset allocations are missing – why is this?
- I get a warning message when selecting a specific fund – what could be causing this?
- How do I get values for any holdings by using contract enquiry?
- How can I manually add or update values to holdings?
- How do I add a cash ISA to holdings?
- How do I reset my password?
- Is it possible to do joint reports in Modeller?
- How do I delete a duplicate record?
- How is the attitude to risk level determined? What is this based on?
- Where can I find the asset allocation graphs in Modeller?
- How are the asset allocations updated?
- How do the calculations work in Modeller?
- What is the £10k illustration screen?
- What is the capacity for loss figure? How can these be determined?
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- Synaptic Analyser Quick Start Guide
- Synaptic Analyser User Guide
- Logging into Synaptic Analyser
- Routes through the system
- Phased Drawdown
- Phased Drawdown - Adding Plans
- Phased Drawdown - Income Requirements
- Phased Drawdown - Other Income
- Phased Drawdown Results
- Phased Drawdown - Add Annuity
- Phased Drawdown - Overall Results
- Synaptic Analyser - Other Income
- Creating Holdings
- Synaptic Analyser - Product Comparison
- Synaptic Analyser - Income Analysis
- Synaptic Analyser - Completing Income Analysis through the Results Screen
- Costs and Charges Calculator
- Maturity Values Calculator
- Projection Calculator
- Income Analysis Research - Adding Goal Details
- Income Analysis Research - Adding Plans
- Income Analysis Research - Income Requirements
- Income Analysis Research - Other Income
- Income Analysis Research - Add Annuity
- Results Page
- Product Comparison Research
- Filtering Screen
- Product Comparison Results Screen
- Reports
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- What is Synaptic Analyser?
- Why am I unable to run a Phased Drawdown scenario directly through the Results screen?
- When running through a Phased scenario, why am I only able to make changes to the summary details in the phased drawdown screen and not within the final results?
- Within the Plans area, why is there only one Phased option when I can choose UFPLS or PCLS separately?
- Why is Other Income mandatory when selecting ‘Phased’?
- How do I link my Webline account?
- How is the tax calculated in Analyser?
- I am trying to generate an Annuity quote within Analyser and I am getting an error - why is this?
- How do I select a client when clicking into Analyser?
- How do I add and amend client details?
- Where can I add a holding to use within Analyser?
- How do I add Income Sources?
- Where can I find previous Analyser research?
- How do I start Analyser research?
- Can I override the Forecast Life Expectancy?
- Are you able to upload your own logos for the report?
- Is tax included in the calculations?
- Does the client have to take the full 25% when selecting the PCLS option?
- How do I select a fund/portfolio within Analyser?
- Are the state pension calculations triple locked?
- How do I export the charts?
- Can Analyser demonstrate results in the event of a market crash?
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- Synaptic Comparator Setup Quick Start Guide - Download
- Setting up service levels and adviser fees
- Setting up assets, panel and reports
- Introduction to fund panels and portfolio builder
- Setting up contacts
- Introduction to provider special deals
- Introduction to organisation structure
- Synaptic Comparator Administrator User Guide - Download
- Portfolio Management
- Panel Management
- Fund Management
- How to control the branch / sub company panel permissions in Synaptic Comparator
- How to create users in Synaptic Comparator
- Setting up Client & Family Assets Under Administration
- Setting up adviser charges
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- Synaptic Comparator Quick Start Guide - Download
- Synaptic Comparator User Guide - Download
- Synaptic Comparator - Pension Switching Guide
- Synaptic Comparator Cash Feature User Guide
- Top Tip - Pulling values into the Critical Yield Calculator
- Getting started with cost and charges calculator
- Getting started with projection calculator
- Getting started with maturity value calculator
- Getting started with critical yield calculator
- How to conduct research in Synaptic Comparator?
- Creating a new contact in Synaptic Comparator
- Investment details for ISA
- Investment details for Onshore and Offshore bonds
- Investment details for SIPP
- Investment details for a Personal Pension
- Investment details for GIA
- Changing the default report look and feel
- Application Tabs
- Using the Existing Plan area
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- Can’t find a fund?
- I am doing ISA research and have to specify GIA amount – why is this?
- I am doing ISA research and all of the platforms have been knocked out – what could be the reason for this?
- Why are no funds found when trying to create a portfolio?
- How to generate Fund factsheets
- How to view previously completed research / reports
- How to edit a contact in Synaptic Comparator
- How to delete a contact in Synaptic Comparator?
- How to resume unfinished research?
- How to duplicate a contact in Synaptic Comparator?
- How To Reassign A Contact In Synaptic Comparator?
- How To Duplicate Piece Of Research?
- Where can I see the initial adviser fees on a client report?
- I have amended adviser fees in Comparator, but the fees haven’t changed? Why is this?
- How do I set a flat rate of £1000 initial fee for an adviser?
- I have tried logging in and now the site says I am logged out – why is this?
- Can I reassign clients to another user?
- Forgotten password?
- Synaptic Comparator uses Silverlight – what are the plans on developing the product with regards to Silverlight?
- I have a special deal with a provider, how do I add these to Comparator?
- I have completed the research, but the final report is not loading – why is this?
- Where can I find platform factsheets?
- When are ISA rates updated for Comparator?
- I’m researching a specific wrapper to be included in the platform and the results are showing zero platforms available – what could be causing this?
- Why is cash account under investment details greyed out?
- Why do I get an error message when adding cash account feature?
- Why doesn't Old Mutual appear on the results when cash account is selected?
- My report buttons are missing - why is this?
- Comparator Report is showing dollar and pound signs - Why is this?
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- Email Verification & Password Reset New
- Verifying your email address New
- Password Reset New
- Webline Settings - Agency Codes New
- Webline Settings - Commission Settings New
- Webline Settings - Adding New Users New
- Webline Settings - Provider Panel New
- Webline Settings - How to disable users New
- Webline Settings - Editing your details New
- View Your Details
- Edit Your Details
- View All Users
- Add New User
- Edit Your Account
- Product and Provider Panels
- Agency Codes
- Commission Settings
- User Options - Vendor Administrator Access
- How to edit your Account Details - Vendor Administrator Access
- How do I create more user accounts on Webline?
- Registration
- Change Password
- Settings
- Account Details
- Add a new user in Webline
- Change Company Name/Contact Details
- Change Regulatory Details
- Change Registered Address
- Set or Edit a Business Reply Address
- Compliance Text
- Info
- Documents
- Software Required
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- Synaptic Webline Protection - User Interface Improvements
- Synaptic Webline Protection - Multi Benefit
- Synaptic Webline Protection - Finding Quotes
- Top Tip - Critical Illness Table
- Top Tip - Quick Commission
- Webline Protection - Introduction
- Logging into Webline
- Client Details Standalone Products - Requesting Quotes
- Requesting Quotes - Common Buttons
- Requesting Quotes - Standalone Products
- Requesting Quotes - Product Details
- Requesting Quotes - Decreasing Term Assurance
- Requesting Quotes - Family Income Benefit
- Requesting Quotes - Income Protection
- Requesting Quotes - Whole of Life
- Results - Producing an Illustration
- Results - "Refreshing" a Quote Result Screen
- Results - Selecting the Product
- Multi Benefit Products
- Multi Benefit Products - Product Details
- Multi Benefit Products - Level Term Assurance
- Multi Benefit Products - Decreasing Term Assurance
- Multi Benefit Products - Critical Illness Cover
- Multi Benefit Products - Income Protection
- Multi Benefit Products - Family Income Protection
- Multi Benefit Products - Waiver of Premium
- Results - Multi Benefit
- Grouped Results View
- View Options
- Results
- Applying
- Evidence of Research
- Finding Quotes
- Provider Documents
- Help
- Settings
- Logging out of Webline
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- Why have I not received a password reset email? New
- How do I disable pop-ups?
- Why is a Provider in the results screen, but not appearing in the Comparison Report?
- I get a warning message ‘no response’ on Webline – why is this?
- Why does quote prices sometimes differ between Webline and providers?
- Why certain providers do not return quotes?
- Why do one (or more) providers not return quotes for me on Webline?
- Can I quote joint life insurance on Webline, which pays out on second death?
- When I click e-apply and buy now on Webline, I don’t get through to the providers website?
- Webline errors - something went wrong?
- Why do I get "Agency number mismatch" on Webline?
- Where can I view the Critical Illness Coverage table?
- Why do I get connectivity errors when trying to access Webline abroad?
- How do I quote Relevant Life policies only?
- How do I update my Webline password in the Synaptic Suite?
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- Introducing Webline Play New
- Integrating Synaptic Webline Play, Quote & Apply New
- Synaptic Webline Play - Integrating Webline Play into your website New
- Synaptic Webline Play - How to apply for a quote New
- Webline Play - Colour Options
- Webline Settings - Agency Codes New
- Webline Settings - Commission Settings New
- Webline Settings - Provider Panel New
- Webline Settings - Editing your details New
- Webline Settings - Adding New Users New
- Webline Settings - How to disable users New
- Webline Play - Life Insurance Quotes
- Webline Play - Income Protection Quotes
- Webline Play - Integrating Webline Play onto your website
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- Using the same account on multiple computers
- Is there a limit on concurrent users?
- Can I delete users?
- How do I create new users and edit accounts?
- Can I change a users details and password?
- Can I change the administrative password for our account?
- How do I administer my firm's user list?
- How do I add my agency codes?
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- Synaptic Suite Product User Guide
- Synaptic Suite Fund Guide
- Top Tip - Ethical Fact Find
- How to log into Products on our website
- How to conduct research - ISA scenario
- Fund Factsheets
- Funds from a specific promoter and specific contract
- Quick Find Box - Contract Tab
- Quick Find Box - Company Tab
- Quick Find Box - Fund Tab
- Quick Find Box - Client Tab
- How do I update my Product & Fund research password in the Synaptic Suite?
- How do I navigate the software?
- How do I start a piece of research?
- Overview of the research process
- Choosing a product type
- Entering client details
- What is the layout of the filtering screen?
- Grid of contracts
- Adding columns to the grid of contracts
- Filtering the grid of contracts
- Ranking contracts
- Generating a suitability report
- How do I search for fund factsheets?
- Re-opening old research
- Manually selecting the contracts to research
- Basic hints and tips
- Application Tabs
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- What are the AIC sector changes for Investment Trusts?
- Where has the IA Money Market sector gone?
- I can't log into Synaptic Product & Fund Research - Why?
- Who supplies the past performance data and how often is it updated?
- What are the different types of fund research?
- Are there any tools available?
- Are there any tips when using fund research?
- Are there any tips when filtering?
- What is the Resource Centre?
- The home page
- Do I use the Fund Picker or research into linked funds?
- How do you use the field chooser?
- How do I obtain protection quotes through Synaptic?
- What fund reports can I produce?
- What is the difference between Quick reports and Suitability reports?
- Can you edit Suitability reports?
- How does Synaptic deal with contract data?
- Does Synaptic save clients and research?
- How do you calculate the Stochastic projection graphs?
- Where do I find products and how do I start new research?
- How do I start fund research?
- What report templates do you have on Synaptic?
- Where can I find Special offers?
- Can I sort the grid in the filtering screen?
- Can I share research?
- Can I send research to other users?
- Can I send research between users?
- How is the sector position graph calculated?
- How do I save results from the fund picker and include it in reports?
- Can I save and export the research grid?
- How is the returns each month graph calculated?
- Can I research new and existing business?
- What is the difference between Report Manager Suitability reports and Quick reports?
- Can I remove all filters on the filtering screen?
- Can I record notes on research?
- How are the ranking graphs calculated?
- How are funds ranked?
- How do I rank contracts into a league table?
- Do you have a link to quote engines?
- What is in the Quick reports and can they be edited?
- How is the quartile ranking graph calculated?
- How are the contracts categorised?
- How can Synaptic research help providers?
- Is there a difference between Product Research and Fund Research?
- How is Synaptic Research beneficial to Product providers?
- How do I setup Preset Criteria?
- How do I create a Portfolio?
- How is the portfolio value graph calculated?
- Can I produce a Portfolio report?
- How is the portfolio composition graph calculated?
- How is the performance vs. volatility graph calculated?
- Can I create a panel of products?
- Can I create mutual fund analysis and factsheets?
- How do I use Manual fund lists?
- How is the monthly premium graph calculated?
- How can I create market research?
- Can I manually exclude contracts?
- Can I create a list of linked funds for a contract?
- Is there limitations if you only subscribe to one module of Synaptic Research?
- Do you integrate with other software?
- How do I import filtering from old research?
- How are the ranking scores calculated?
- Can I lock features within preset criteria?
- Can I create a portfolio graph?
- Can I give users the ability to create preset criteria?
- Can I generate multiple fund factsheets and graphs?
- What fund sectors do you have on Synaptic Research?
- How do you use the Fund Picker?
- What fund graphs can I find on Synaptic Research?
- What information is in the fund factsheets?
- Do you have Ethical funds on the system?
- Can I flip the grid in the filtering screen?
- How do I find old research?
- How do I find contracts, providers, funds, and clients?
- Who supplies your data?
- What are the benefits of using Synaptic Research?
- How do I filter the grid of contracts?
- How do I filter on statistics within Product research?
- Can I filter on specific linked funds?
- How do I filter on sectors?
- How do I filter on policy conditions?
- How do I filter on past performance?
- How do I filter on field values in the grid?
- How do I filter on features?
- Can I view field definitions and contract notes?
- What data does FE fundinfo supply?
- How is the distribution of returns graph calculated?
- Can I distribute personal presets across the firm?
- Can I display factsheets from the data grid?
- What are the differences between product-focused and client-focused research?
- What are the differences between fund research and product research?
- Can I delete research?
- What are the definitions of fund performance figures?
- How do I define portfolio holdings and settings?
- What products do you have on Synaptic Research?
- How is the cumulative performance graph calculated?
- How do I create shared research for other users to import?
- How do I create preset criteria?
- Can I create new research based on existing research?
- Can I create multiple presets?
- Can I copy research?
- Can I create bespoke Report Manager Suitability report templates?
- What data is within contract factsheets?
- Can you use Synaptic research for Compliance checking?
- How do I create a comparison report?
- How do I create a Company factsheets
- How can I check fund availability?
- How do I change the title of research?
- Can I change the order of data fields in the grid?
- How do I carry out file-checks?
- How do I build grids and filtering contracts?
- What browser software can I use?
- Do you have any browser hints and tips?
- Do I need to configure my browser to use Synaptic Research?
- Is bid-to-bid used for the data on your factsheets?
- How is the best/worst returns graph calculated?
- What are the basics of fund research?
- How is the asset allocation graph calculated?
- How is the annual premium graph calculated?
- How is the annual performance graph calculated?
- How is the alpha vs. beta graph calculated?
- How do I add fields to the grid?
- When do presets take effect?
- How do I set up Personal Preset Criteria?
- Can I share my research?
- How can I filter on Past Performance?
- How do I research Stocks and Shares ISA - Alternative Investment Market?
- What is Ranking?
- How do I use the Fund Picker?
- How do I retrieve research?
- How do I select a Product Area to Research?
- How do I start client focused research?
- How do I start Product Focused Research?
- What are the differences between Client Focused and Product Focused Research?
- Introduction to filtering
- Have you got any tips on filtering?
- How do I filter on features?
- How do I filter on sectors?
- How do I filter on Policy Conditions?
- How do I filter on Specific Linked Funds?
- How do I filter on Statistics?
- Can I remove all filtering within a piece of Research?
- How do I manually exclude contracts?
- Can I create an audit trail?
- How do I filter using a grid of contracts?
- How do I create Multiple Reports on Synaptic Research?
- How do I send research in Synaptic Research?
- Where is my research stored?
- How long is stored research held on the system for?
- Why is no Quote link being displayed for a product type?
- Does Synaptic Research “run in offline mode”?
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- Unipass Certificate
- Understanding Icons
- Organisation Structure
- Parent/Child Organisation Structure
- Fund Universe
- Portfolio Builder
- Licencing
- Modeller Journey Settings
- Knowledgebase
- Help and Support
- Setting up Contract Enquiry
- Synaptic Contract Enquiry - Enterprise Messaging Platform Administrator Guide
- Synaptic Contract Enquiry - User Guide
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- Where can I find my Account Settings?
- What can someone in an Adviser role see and do?
- How do I change my password?
- How do I sign out?
- Can I customise Modeller?
- What is the difference between Portfolio/Panel
- How do I add a new portfolio/panel?
- Can I share portfolios?
- Can I import funds by Citicode?
- How do I use the portfolio wizard?
- How do I produce factsheets?
- Where can I find the organisation and users area?
- How do I add additional organisations?
- How do I add new users?
- What can someone in a Paraplanner role see and do?
- What can someone in a Administrator role see and do?
- What can someone in a EMP administrator role see and do?
- What can someone in a EMP User role see and do?
- What can someone in a Corporate User role see and do?
- What can someone in a Modeller Journey Override role see and do?
- How do I find a user?
- How do I delete and edit a user?
- How do I reset a users password?
- How do I setup client service levels?
- How do I add custom asset types?
- What can you do within the fund universe area?
- How do I setup Modeller Journey Override and Fund Based Journey?
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- Installing FileMaker 15
- Data Extract Tool (5.x)
- Exporting a list of tasks into Excel
- Simple Data Extract
- Comprehensive XML Data Extract
- Exporting Client Details into Excel
- Exporting Holding Data to Excel
- Exporting Scheme Information
- Exporting Holding Fund Records
- Truth Export
- How to create an electronic staff member file
- How to create an electronic client file
- The right to data portability
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- CCD Long-Term Licence FileMaker updates required
- Migrating CCD from a Server to a Solo System
- How do I obtain a CCD long-term user licence and how much will it cost?
- Do I need to upgrade FileMaker?
- Do I need to upgrade my CCD version to get a long-term licence?
- CCD Long-Term Licence Minimum Hardware and Software Requirements
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- Staff Member Permissions
- How do I add a new client record?
- How do I do advanced client searching?
- How do I locate an existing client record?
- How do I add a holding to a client record?
- Add a holding - Product Details
- Adding a holding - Administration & Remuneration
- Adding a decrement to an existing holding
- How do I create an ISA holding?
- How do I select an asset on a holding?
- How do I setup a client fee?
- How do I add a corporate holding?
- Adding a diary item to a holding record
- Where do I setup my word template?
- Staff Audit Log
- How to record a breach
- How to access the Client Audit Log
- How to create an electronic client file
- How to create an electronic staff member file
- Drawdown Calculator
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- How do I create a birthday list?
- Can I create a list of Christmas card names and addresses?
- How do I disassociate Client and Partner records?
- Can I associate existing client records?
- How do I add a Directly Held Asset?
- How do I allocate money to a contract within a SIPP?
- How do I allocate money to a Bank Account in a SIPP?
- How do I transfer money from a contract within a SIPP, to a new contract within the SIPP?
- How do I update SIPP balances?
- How do I setup a Bank Account within a SIPP
- How do I update a SIPP Trustee Bank Account?
- How do I update old SIPPs?
- How do I add an Asset?
- Can I analyse client profitability?
- How do I print a found set of records?
- What information do you need to complete in the Holdings> Administration area?
- Where can I add a policy review date for a holding?
- How do I setup income withdrawals on holdings?
- How do I create Regular Initial Remuneration?
- How do I update remuneration to reflect changes made on a holding?
- How do I create an end of tax year ISA report?
- How do I archive a holding?
- How do I un-archive a holding?
- How do I setup Clawbacks?
- Can I identify clients holding a particular product?
- How do I set a client to deceased on their record?
- How do I create client letters?
- How do I de-duplicate clients?
- How do I change commission providers?
- How do I access INVU from CCD?
- How do I make a joint holding single?
- How do I make an other asset single/joint?
- Can I change a holding from single to joint?
- How do I add existing holdings to a client record?
- How do I create a one-off fee and invoice?
- Can CCD integrate with Truth (Prestwood)?
- How do I record Dividend income?
- How do I add an initial contribution for an In-specie Asset?
- Where can I add Direct Debit Mandate details?
- How do I create regular initial commission?
- How do I create a task for an enquiry?
- How do I prepare a client invoice?
- How do I manage regular client fees?
- How do I setup Workflows/Trackers?
- How do I record Time Spent working on a Work or Task item?
- How do I add staff members and import details to a corporate record?
- Can I add staff members to a corporate record manually?
- How do I setup marketing diary reminders on a client's record?
- How do I set up client address correspondence details?
- Can I setup 'Key Person' dependency on CCD?
- How do I record Key persons, directors and shareholders?
- Can I link individual clients to corporate clients?
- How do I do a Group Pension Scheme batch increment?
- How do I add a Pension group scheme onto my corporate client?
- How do I add a life insurance group scheme onto my corporate client?
- How do I create a membership schedule for a corporate client?
- How do I create a member premium schedule for a corporate client?
- How do I do a batch increment for a Private Medical Insurance scheme?
- How do I do a batch increment for a Permanent Health Insurance scheme?
- How do I use Document Manager?
- How do I do a batch increment for a Life insurance scheme?
- How do I address letters to married couples?
- Can I create reports for Time recorded?
- Can I create a client report based on Product Basis?
- What reports can I create within the Clients area?
- How do I open documents previously added by 'Drag and drop'?
- How do I record disbursements against a client?
- How do I record money laundering details?
- Can I generate a letter to a provider within a holding record?
- How do I setup a Directly Held Asset within a SIPP?
- How do I setup a Small Self Administered Scheme (SSAS)?
- Where do I find SIPP reports?
- Where can I find SSAS reports?
- Where do I add a Key Person protection policy on a corporate client?
- Where can I create a printable case submission summary?
- How do I record servicing and review dates?
- Why am I getting the 'Partner record exists for this client' message?
- How do I research under an Enquiry?
- How do I record recommendations?
- How do I add a recommendation under an enquiry?
- How do I add a key person policy?
- How do I add a corporate client?
- How do I add new business?
- When creating a letter, I'm getting a disk full error - why is this?
- How do I add a batch of new members to a group scheme?
- How do I setup fund based commission?
- How do I create a clawback?
- How do I amend commission expectations?
- How do I setup renewal commission?
- I have posted commission under the wrong provider - how do I change it?
- How do I use stored documents?
- How do I identify client portfolios exposed to a particular asset?
- How do I set up an enquiry?
- How do I add a custom asset?
- How do I add a single member to a group scheme?
- How do I update client assets with new prices?
- Can I add a unitised with profit fund?
- How do I run the software updater?
- Can I create a report based on holdings due a review in servicing?
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- How do I view a fact find?
- How do I print a fact find?
- Can I link through to research tools and record advice given through the Fact find?
- How do I create a corporate Fact find and complete the Employee Benefits area?
- Where can I enter the account information for a corporate fact find?
- How do I create a Commercial Fact find for loans?
- How do I complete the objective area of the Corporate Fact find ?
- How do I complete the Employee Benefits area of the Corporate Fact find
- How can I print a Commercial Fact find?
- How can I print a Corporate Fact Find?
- Where can I find the employees benefit information on the corporate fact find?
- How do I create a Commercial Fact find?
- How do I prepare a suitability report using ATEB?
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- How do I add a new commission statement/receipt?
- Can I locate target clients in CCD?
- Can I create a manual marketing campaign?
- How do I issue marketing communication?
- How do I prepare new business based reports?
- Can I create a list of clients and their holdings by adviser?
- How do I post renewal and regular commission?
- How do I view outstanding commission?
- How do I record sundry receipts and bulk renewals?
- How do I reconcile commission?
- How do I unreconcile a receipt?
- Where can I post client fees?
- How do I view an invoice already issued?
- Where can I create commission reports?
- How do I record clawbacks?
- How do I use the review section?
- How can I track and report on outstanding enquiries?
- How do I view the marketing diary?
- Where can I manage the new business checklists?
- How do I record basic work entries?
- How do I print a found set of records?
- How do I use the marketing tags?
- How do I record monies received?
- How do I follow up a marketing campaign?
- How do I add new indices?
- How do I add a new annuity rate?
- How do I create a list of commissions due but not paid by client within a date range?
- How do I create outstanding commission reports?
- How do I create a new business pipeline report for an introducer?
- How do I retrieve and remove items from the diary?
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- How to change passwords within CCD
- Tax Tables 2018-2019
- How to add a new Provider
- Tax Tables instructions for version 3.3.3 or below 2017-2018
- Tax Tables 2019-2020
- Tax Tables instructions for version 4 and above 2017-2018
- Tax Table Spreadsheet 2017-2018
- How to add a new branch, location or appointed rep
- How to uninstall a CCD workstation (Windows 7)
- Updating a Provider name on records
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- How do I setup document filing?
- How do I update ISA limits?
- How do I add an additional territory to an existing provider?
- How do I setup CCD to use watermark?
- How do I add my username and password for INVU?
- How do I setup standard letters?
- How do I setup standard auto text?
- Can I Identify activity for a provider?
- How do I add a network deductive?
- How do I setup remuneration tolerances?
- How do I add a provider domiciled in another territory?
- How do I create standard forms?
- How do I setup Adviser payaway defaults?
- How do I create a Workflow/Tracker within Setup?
- How do I create a standard letter?
- How do I enter adviser fees in Setup?
- How do I setup network splits in setup?
- Where can I add my Company details and logo?
- Can I create a found set of clients with a particular product?
- How do I create an adviser record?
- How do I setup a hourly charge?
- How do I identify a type of provider?
- Where can I add provider contact details?
- How do I add a mortgage packager to CCD?
- How do I add a commission administrator to CCD?
- How do I record suitability text for a product?
- Where can I record provider extranet logon details?
- How do I add a new admin code?
- How do I setup standard text for reports?
- Can I change the style of word documents generated from CCD?
- I'm getting an error when outputting to MS Word?
- How do I add other assets?
- How do I reset my own password?
- As an Administrator, How do I reset a users password?
- How do I add passwords for research tools etc?
- How do I set the remuneration reconciliation date?
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- Adding a File check
- Producing Compliance management reports
- Generating KPI figures
- Regulatory Reports
- Populating data for regulatory reports - RMAR Summary
- Setting up Adviser Fee Charging Structure - Adviser Charge Revenue (Section K)
- Generating the Adviser Charge Revenue Report (Section K)
- Detailed Report Information - Adviser Charge Revenue (Section K)
- Regulated Business Revenue Report (Section B1)
- Non-Regulated Business Revenue Report (Section B2)
- Income from other regulated activities (Section B2)
- T&C Advice Type Analysis (Section G)
- Annual Income Report (Section J)
- Setup a record for Consultancy Fee Structure - Consultancy Charge Revenue Report (Section L)
- Running the Consultancy Charge Revenue report (Section L)
- Detailed Report Information - Consultancy Charge Revenue (Section L)
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- How do I undertake a file check?
- How do I print CPD information?
- FCA reports (Gabriel)
- How do I add Continuous Professional development (CPD) records?
- How do I view historical KPI reports?
- How do I view historical file checks?
- How do I setup an adviser fee within Compliance?
- How do I review CPD records for the company?
- Can I record observations within Compliance?
- How do I record development needs in Compliance?
- Can I manually select files for checking?
- How do I deal with Complaints in CCD?
- Can I auto select files for checking?
- Can I add references?
- How do I record reviews where it has not led to a transaction?
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-
- How do I process multiple providers on one electronic statement in EDI?
- How do I process the electronic commission statement in EDI?
- How do I use the bulk renewal option?
- How do I import an Electronic Receipt within EDI?
- How do I record an EDI large case check limit?
- How do I record EDI payment methods?
- How do I add a Bulk Renewal receipt?
- How do I undo an Auto Matched EDI item?
- How many users can access the EDI wallet?
- How do I complete my EDI statement?
- How do I deal with Provider exceptions in EDI?
- How do I deal with agency exceptions in EDI?
- How do I deal with surname exceptions in EDI?
- How do I deal with Payment Method exceptions in EDI?
- How do I deal with 'NO MATCH' exceptions in EDI?
- How do I deal with a Multi-Match exception in EDI?
- How do I deal with a Multi-Transaction exception in EDI?
- How do I deal with a Policy Number Mis-match exception in EDI?
- How do I deal with a Reconciliation Tolerance exception in EDI?
- How do I deal with a Large Case Check exception in EDI?
- How do I deal with a Policy Status exception in EDI?
- How do I deal with a Commission Withheld exception in EDI?
- Is it possible to have more than one exception?
- What do all the tabs mean in the receipt?
- How do I access and import an EDI message?
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-
- How do I un-map a fund?
- I'm getting an error when using contract enquiry - what does it mean?
- How does CCD deal with Fidelity Funds Network valulations?
- I have added my new Unipass certificate and it's picking up the expired certificate - how do I delete this?
- How do I setup Contract Enquiry providers in the CE utility?
- How do I add my intermediary details into the CE utility?
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-
-
-
- Installing FileMaker Pro 15
- Data Extract Tool (v4.5x)
- Data Extract Tool (v4.0 to 4.3.3)
- Exporting a list of tasks into Excel
- Simple Data Extract
- Comprehensive XML Data Extract
- Exporting Client Details into Excel
- Exporting Holding Data to Excel
- Exporting Scheme Information
- Exporting Holding Fund Records
- Truth Export
- How to create an electronic staff member file
- How to create an electronic client file
- The right to data portability
-
-
- CCD Long-Term Licence FileMaker updates required
- How do I obtain a CCD long-term user licence and how much will it cost?
- Can I upgrade to get support and then buy a long-term CCD licence?
- Do I need to upgrade FileMaker?
- Do I need to upgrade my CCD version to get a long-term licence?
- CCD Long-Term Licence Minimum Hardware and Software Requirements
-
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- Staff Member Permissions
- Associating Clients
- Disassociating Clients
- How do I add a new client record?
- How do I do advanced client searching?
- How do I locate an existing client record?
- Client Servicing
- How do I add a holding to a client record?
- Adding a holding - Product Details
- Adding a holding - Administration & Remuneration
- Adding a decrement to an existing holding
- How do I create an ISA holding?
- How do I select an asset on a holding?
- How do I setup a client fee?
- How do I add a corporate holding?
- Adding a diary item to a holding record
- Where do I setup my word template?
- Navigating CCD
- Input FIelds
- Adding/Accessing Client Records
- Adding a Partner record
- Additional Client Information
- Updating Enquiries
- Adding a Product Based Holding
- Common screens in All Holdings
- Holdings: The Overview Page
- Holdings: The Product Page
- Holdings: The Contribution Page
- Holdings: The Administration Page
- Holdings: The Remuneration Page
- Holdings: The Submission Page
- Holdings: Investment Products
- Holdings: Historic Valuations
- Holdings: Archived Funds
- Using Trackers/Workflows
- Producing and viewing your letters via Work and Tasks
- Holdings: Cessation and Projection Tabs
- Entering a letter against a holding
- Holdings: Reports Tab
- View letters via tasks
- Holdings: Withdrawals Tab
- Entering a letter against a client
- Holdings: Protection Products
- Viewing letters via Work
- Holdings: Mortgage Products
- Holdings: The Property Tab
- Holdings: The Notes Tab
- Holdings: The Contacts Tab
- Holdings: Retirement Products
- Holdings: The Details Page
- Holdings: Recording Other Assets
- Holdings: Archiving a Holding
- Work and Tasks
- CCD Diary
- Searching your database: The Basic Search
- Using browse and find options
- Using the 'Symbols' search
- Searching in reports
- Modify a search
- Viewing the client's marketing diary
- Holding Reviews
- Scheduled Client Valuations
- Client Fees
- Creating a One Off Fee with an Invoice
- Regular Fees
- Invoicing for Multiple Fees
- Offsetting Fees
- Voiding an Invoice
- Ancillary Fees
- Setting Up Fees with Time Billed, Disbursements and Offsetting Remunerations
- Client Account
- Adding Corporate Clients
- Adding Employees to the Corporate Client
- Entering a Batch of Employees
- Contracts and Schemes
- Adding a Contract on a Corporate Client
- Adding a Scheme
- Adding Members to a Scheme
- Adding a single member to a scheme
- Adding a batch of members to a scheme
- Member Review and Premium Schedules
- Adding details to individual policies within the scheme
- Bulk Updating Checklists
- Group Schemes - Increases and Decreases of Salary
- Group Schemes - Member Salary Update Spreadsheet
- Group Schemes - Dealing with a Leaver manually
- Group Schemes: Processing Leavers using the spreadsheet
- Group Schemes - Leavers taking their GPP with them
- Adding a New Self Invested Personal Pension - SIPP
- Adding an initial contribution to a SIPP
- Adding an Initial Contribution (In-Specie Asset) to a SIPP
- Setting Up the Trustee Bank Account within a SIPP
- Allocating Contributions to New Holdings (Assets) - SIPP
- Setting Up a New Bank Account in a SIPP
- Setting Up a New Directly Held Asset in a SIPP
- Allocating to a new Contract in a SIPP
- Updating New Bank Accounts, Directly Held Assets and Contracts within a SIPP
- Adding a Contribution to an Existing Contract within a SIPP
- Adding to an Existing Directly Held Asset within a SIPP
- Adding to an Existing Bank Account within a SIPP
- Reallocating Monies from an Asset
- Updating Balances within a SIPP
- Updating the Balance of the Trustee Bank Account within the SIPP
- Updating the Value of the Bank Account within a SIPP
- Keeping SIPP records updated
- SIPP Reports
- Small Self-Administered Scheme - SSAS
- Adding a Directly Held Asset to a SSAS
- Adding Contract Based Assets to a SSAS
- Adding Contract Based Borrowing to a SSAS
- How to record Loan Backs in a SSAS
- How to add a Bank Account to a SSAS
- SSAS Reports
- Adding a New Wrap
- Adding the Initial Contribution to a Wrap (If money)
- Setting up a Cash Account on a Wrap
- Allocating a contribution to a New Holding (Assets) within a Wrap
- Setting up a New Bank Account within a Wrap
- Setting up a New Directly Held Asset within a Wrap
- Allocation to a New Contract within a Wrap
- Updating New Bank Accounts, Directly Held Assets and Contracts within a Wrap
- Adding to an Existing Contract within a Wrap
- Adding to an Existing Directly Held Asset within a Wrap
- Adding to an Existing Bank Account within a Wrap
- Allocating Money from the Bank Account within a Wrap
- Updating Balances within a Wrap
- Updating the Balance of the Cash Account within a Wrap
- Updating the Value of the Bank Account within a Wrap
- Keeping Wrap Records Updated
- Wrap Reports
- Financial Planning Tools
- Schedules
- Product Basis Reports
- Product Basis Reports - Schedules
- Product Basis Reports - Analysis
- Product Basis Reports - Charts
- General Report Information
- General Tab
- General Reports - Charts
- General Reports - Valuations Tab
- Calculators
- Life Assurance Shortfall Calculator
- Critical Illness Calculator
- Permanent Health Insurance Calculator
- Capital vs. Income Calculator
- Capital vs. Income Calculator - Quick Report - Statistical and Graphical
- Individual Savings Goal Calculator
- Rate of Return Analysis Calculator
- Compound Interest Calculator
- Foreign Exchange Calculator
- Personal Pension Calculator
- Drawdown Calculator
- Annuity Purchase Calculator
- Income Tax Calculator
- Inheritance Tax for Surviving Spouse
- School Fees Calculator
- Mortgage Calculator
- Inheritance Tax Calculator
- Report Wording
- Fact Find Holistic Report - Personal Financial Review
- Research and Third Party Integrations
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- How do I create a birthday list?
- Can I create a list of Christmas card names and addresses?
- How do I disassociate Client and Partner records?
- Can I associate existing client records?
- How do I add a Directly Held Asset?
- How do I allocate money to a contract within a SIPP?
- How do I allocate money to a Bank Account in a SIPP?
- How do I transfer money from a contract within a SIPP to a new contract within the SIPP?
- How do I update SIPP balances?
- How do I setup a Bank Account within a SIPP?
- How do I update a SIPP Trustee Bank Account?
- How do I update old SIPPs?
- How do I add an Asset?
- Can I analyse client profitability?
- How do I print a found set of records?
- What information do you need to complete in the Holding>Administration area?
- Where can I add a policy review date for a holding?
- How do I setup income withdrawals on holdings?
- How do I create Regular Initial Remuneration?
- How do I update remuneration to reflect changes made on a holding?
- How do I create a end of tax year ISA report?
- How do I archive a holding?
- How do I un-archive a holding?
- How do I setup Clawbacks?
- Can I identify clients holding a particular product?
- How do I set a client to deceased on their record?
- How do I create client letters?
- How do I de-duplicate clients?
- How do I change commission providers?
- How do I access INVU from CCD?
- How do I make a joint holding single?
- How do I make an other asset single/joint?
- Can I change a holding from single to joint?
- How do I add existing holdings to a client record?
- How do I create a one-off fee and invoice?
- Can CCD integrate with Truth (Prestwood)?
- How do I record Dividend Income?
- How do I add an initial contribution for an In-specie Asset?
- Where can I add Direct Debit Mandate details?
- How do I create regular initial commission?
- How do I create a task for an enquiry?
- How do I create a task within a holding?
- How do I prepare a client invoice?
- How do I manage regular client fees?
- How do I setup Workflows/Trackers?
- How do I record Time Spent working on a Work or Task item?
- How do I add staff members and import details to a corporate record?
- Can I add staff members to a corporate record manually?
- How do I setup marketing diary reminders on a client's record?
- How do I set up client address correspondence details?
- Can I setup 'Key Person' dependency on CCD?
- How do I record Key persons, directors and shareholders?
- Can I link individual clients to corporate clients?
- How do I do a Group Pension Scheme batch increment?
- How do I add a Pension group scheme onto my corporate client?
- How do I add a life insurance group scheme onto my corporate client?
- How do I create a membership schedule for a corporate client?
- How do I create a member premium schedule for a corporate client?
- How do I do a batch increment for a Private Medical Insurance scheme?
- How do I do a batch increment for a Permanent Health Insurance scheme?
- How do I use Document Manager?
- How do I do a batch increment for a Life insurance scheme?
- How do I address letters to married couples?
- Can I create reports for Time recorded?
- Can I create a client report based on Product Basis?
- What reports can I create within the Clients area?
- How do I open documents previously added by 'Drag and drop'?
- How do I record disbursements against a client?
- How do I record money laundering details?
- Can I generate a letter to a provider within a holding record?
- How do I setup a Directly Held Asset within a SIPP?
- How do I setup a Small Self Administered Scheme (SSAS)?
- Where do I find SIPP reports?
- Where can I find SSAS reports?
- Where do I add a Key Person protection policy on a corporate client?
- Where can I create a printable case submission summary?
- How do I record servicing and review dates?
- Why am I getting the 'Partner record exists for this client' message?
- How do I research under an Enquiry?
- How do I record recommendations?
- How do I add a recommendation under an enquiry?
- How do I add a key person policy?
- How do I add a corporate client?
- How do I add new business?
- When creating a letter, I'm getting a disk full error - why is this?
- How do I add a batch of new members to a group scheme?
- How do I setup fund based commission?
- How do I create a clawback?
- How do I amend commission expectations?
- How do I setup renewal commission?
- I have posted commission under the wrong provider - how do I change it?
- How do I use stored documents?
- How do I identify client portfolios exposed to a particular asset?
- How do I set up an enquiry?
- How do I add a custom asset?
- How do I add a single member to a group scheme?
- How do I update client assets with new prices?
- Can I add a unitised with profit fund?
- How do I run the software updater?
- Can I create a report based on holdings due a review in servicing?
- How do I convert an enquiry into a holding?
- How do I do a Summary Valuation?
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- Fact find - Introduction
- Fact find - Overview
- How do I navigate through the fact find?
- How do I PDF and save a fact find?
- How do I complete the Personal Financial Review overview?
- Fact Find: Creating a New Fact Find
- Fact Find: The Personal Section
- Fact Find: The Affordability/Net worth and Borrowing Page
- Fact Find: The Events Analysis
- Fact Find: The Net Worth
- Fact Find: The Borrowings Page
- Fact Find: Planning
- Fact Find: Requirements
- Fact Find: Print Options
- Fact Find: The Short Fact Find
- Fact Find: Attitude to Risk
- Fact Find: Knowledge & Experience Questionnaire
- Fact Find: Completion
- Fact Find: Order for Completion
- Fact Find: Recording the Fact Find in the View Options
-
- How do I view a fact find?
- How do I print a fact find?
- Can I link through to research tools and record advice given through the Fact find?
- How do I create a corporate Fact find and complete the Employee Benefits area?
- Where can I enter the account information for a corporate fact find?
- How do I create a Commercial Fact find for loans?
- How do I complete the objective area of the Corporate Fact find ?
- How do I complete the Employee Benefits area of the Corporate Fact find
- How can I print a Commercial Fact find?
- How can I print a Corporate Fact Find?
- Where can I find the employees benefit information on the corporate fact find?
- How do I create a Commercial Fact find?
- How do I prepare a suitability report using ATEB?
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- Using the Marketing Campaign Wizard
- Processing New Business
- Processing a receipt
- Admin reports
- Email Marketing
- Creating a manual campaign using the data table
- Client Reviews
- Policy Reviews
- Global Remuneration Settings
- Remuneration Suppression
- Reconciling Remuneration
- Settlements
- Remuneration Reports
- Bulk Updating Checklists - Using the Compliance Tab
- Group Schemes - Reports
- Group Schemes - Updating New Business Checklists
- Group Schemes - Updating Compliance Checklists
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- How do I add a new commission statement/receipt?
- Can I locate target clients in CCD?
- Can I create a manual marketing campaign?
- How do I issue marketing communication?
- How do I prepare new business based reports?
- Can I create a list of clients and their holdings by adviser?
- How do I post renewal and regular commission?
- How do I view outstanding commission?
- How do I record sundry receipts and bulk renewals?
- How do I reconcile commission?
- How do I unreconcile a receipt?
- Where can I post client fees?
- How do I view an invoice already issued?
- Where can I create commission reports?
- How do I record clawbacks?
- How do I use the review section?
- How can I track and report on outstanding enquiries?
- How do I view the marketing diary?
- Where can I manage the new business checklists?
- How do I record basic work entries?
- How do I print a found set of records?
- How do I use the marketing tags?
- How do I record monies received?
- How do I follow up a marketing campaign?
- How do I add new indices?
- How do I add a new annuity rate?
- How do I create a list of commissions due but not paid by client within a date range?
- How do I create outstanding commission reports?
- How do I create a new business pipeline report for an introducer?
- How do I retrieve and remove items from the diary?
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- System Setup Wizard
- The Setup Module
- Logging into CCD for the first time
- How to change passwords within CCD
- How to add a new Provider
- How to licence Client Care Desktop (CCD) 4 to 4.3
- How to licence Client Care Desktop (CCD) version 3.x
- Tax Tables instructions for version 3.3.3 or below 2017-2018
- Tax Tables instructions for version 4 and above 2017-2018
- Tax Table Spreadsheet 2017-2018
- How to add a new branch, location or appointed rep
- How to uninstall a CCD workstation (Windows 7)
- Locations/Branches
- Logging into CCD
- Staff List
- Amending Staff Records
- Amending Provider Records
- Products
- Prices
- Technical
- Tables
- Introducers
- Getting ready to use standard templates
- Storing your standard letters in CCD
- Copy and paste existing word letters
- Type in a New Standard Letter
- Using the Message Maker to setup Standard Letters
- Copying in and Updating Using Message Maker
- Auto-Text
- Copy and Paste or Free Format Type
- How to setup an Administrator
- Setting up new staff members
- Amending information in the Staff List
- Security - No Advanced Security Licence
- Security - Active advanced security licence
- Providers
- Products & Other Assets
- Setting up Word Processing and Email
- Setting Up Integrations
- Extracts
- Application and Integration Passwords
- Setting Up Client Servicing Propositions
- Regional
- Adviser Pay Away Defaults
- Introducer Pay Away Defaults
- Recording Fees
- Creating Remuneration Expectations
- Adding an initial piece of Remuneration
- Adding an On-Going/Regular Remuneration
- Remuneration Reconciliation Process
- Posting Expected Remuneration
- Processing an Amount Received
- Setting Up Remuneration Settings
- Tax Tables 2018-2019
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- How do I setup document filing?
- How do I update ISA limits?
- How do I add an additional territory to an existing provider?
- How do I setup CCD to use watermark?
- How do I add my username and password for INVU?
- How do I setup standard letters?
- How do I setup standard auto text?
- Can I Identify activity for a provider?
- How do I add a network deductive?
- How do I setup remuneration tolerances?
- How do I add a provider domiciled in another territory?
- How do I create standard forms?
- How do I setup Adviser payaway defaults?
- How do I create a Workflow/Tracker within Setup?
- How do I create a standard letter?
- How do I enter adviser fees in Setup?
- How do I setup network splits in setup?
- Where can I add my Company details and logo?
- Can I create a found set of clients with a particular product?
- How do I create an adviser record?
- How do I setup a hourly charge?
- How do I identify a type of provider?
- Where can I add provider contact details?
- How do I add a mortgage packager to CCD?
- How do I add a commission administrator to CCD?
- How do I record suitability text for a product?
- Where can I record provider extranet logon details?
- How do I add a new admin code?
- How do I setup standard text for reports?
- Can I change the style of word documents generated from CCD?
- I'm getting an error when outputting to MS Word?
- How do I add other assets?
- How do I reset my own password?
- As an Administrator, How do I reset a users password?
- How do I add passwords for research tools etc?
- How do I set the remuneration reconciliation date?
- Can I add a provider to a favourite list?
- Where do I add my ATEB details within CCD?
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-
-
- Adding a File check
- Producing Compliance management reports
- Generating KPI figures
- Regulatory Reports
- Populating data for regulatory reports - RMAR Summary
- Setting up Adviser Fee Charging Structure - Adviser Charge Revenue (Section K)
- Generating the Adviser Charge Revenue Report (Section K)
- Detailed Report Information - Adviser Charge Revenue (Section K)
- Regulated Business Revenue Report (Section B1)
- Non-Regulated Business Revenue Report (Section B2)
- Income from other regulated activities (Section B2)
- T&C Advice Type Analysis (Section G)
- Annual Income Report (Section J)
- Setup a record for Consultancy Fee Structure - Consultancy Charge Revenue Report (Section L)
- Running the Consultancy Charge Revenue report (Section L)
- Detailed Report Information - Consultancy Charge Revenue (Section L)
- Adding references to an Adviser record
- Adding Credit Checks to an Adviser Record
- Recording an Adviser's Qualifications and Specifications
- Automatic Case Checks and File Reviews
- Manually Selecting Case Checks and File Checks
- Completing a File Review
- Completing a Case Check
- Key Performance Indicators - Setting KPI Standards
- Generating KPI Reports
- Viewing Completed KPI Reports
- Observations
- Viewing Observations
- Recording an Adviser's Development
- Viewing Existing Development Records
- Recorded Continuous Professional Development (CPD)
- Reviewing CPD Records
- Complaints
- Producing Compliance Reports
- Management Reports
- Regulatory Reports
- Work
-
- How do I undertake a file check?
- How do I print CPD information?
- How do I add Continuous Professional development (CPD) records?
- FCA reports (Gabriel)
- How do I view historical KPI reports?
- How do I view historical file checks?
- How do I setup an adviser fee within Compliance?
- How do I review CPD records for the company?
- Can I record observations within Compliance?
- How do I record development needs in Compliance?
- Can I manually select files for checking?
- How do I deal with Complaints in CCD?
- Can I auto select files for checking?
- Can I add references?
- How do I record reviews where it has not led to a transaction?
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-
-
- How do I process multiple providers on one electronic statement in EDI?
- How do I process the electronic commission statement in EDI?
- How do I use the bulk renewal option?
- How do I import an Electronic Receipt within EDI?
- How do I record an EDI large case check limit?
- How do I record EDI payment methods?
- How do I add a Bulk Renewal receipt?
- How do I undo an Auto Matched EDI item?
- How many users can access the EDI wallet?
- How do I complete my EDI statement?
- How do I deal with Provider exceptions in EDI?
- How do I deal with agency exceptions in EDI?
- How do I deal with surname exceptions in EDI?
- How do I deal with Payment Method exceptions in EDI?
- How do I deal with 'NO MATCH' exceptions in EDI?
- How do I deal with a Multi-Match exception in EDI?
- How do I deal with a Multi-Transaction exception in EDI?
- How do I deal with a Policy Number Mis-match exception in EDI?
- How do I deal with a Reconciliation Tolerance exception in EDI?
- How do I deal with a Large Case Check exception in EDI?
- How do I deal with a Policy Status exception in EDI?
- How do I deal with a Commission Withheld exception in EDI?
- Is it possible to have more than one exception?
- What do all the tabs mean in the receipt?
- How do I access and import an EDI message?
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-
- How do I un-map a fund?
- Contract Enquiry Guide (version 4.3.1 and below)
- I'm getting an error when using contract enquiry - what does it mean?
- Contract Enquiry Update v1.7.2
- How does CCD deal with Fidelity Funds Network valulations?
- I have added my new Unipass certificate and it's picking up the expired certificate - how do I delete this?
- How do I setup Contract Enquiry providers in the CE utility?
- How do I add my intermediary details into the CE utility?
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-
-
- CCD - Getting Started V4 User Guide
- CCD - Advanced V4 User Guide
- CCD - Setting Up V4 User Guide
- CCD - Compliance V4 User Guide
- CCD - Commission and Fees V4 User Guide
- CCD - Complex Holdings V4 User Guide
- CCD - Group Schemes V4 User Guide
- CCD - Financial Planning Tools V4 User Guide
- CCD - Document Manager V4 User Guide
- CCD - EDI V4 User Guide
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- CCD - Getting Started V4.1 User Guide
- CCD - Advanced V4.1 User Guide
- CCD - Setting Up V4.1 User Guide
- CCD - Complex Holdings V4.1 User Guide
- CCD - Compliance V4.1 User Guide
- CCD - Commission and Fees V4.1 User Guide
- CCD - Group Schemes V4.1 User Guide
- CCD - Financial Planning Tools V4.1 User Guide
- CCD - EDI V4.1 User Guide
- CCD - Document Manager V4.1 User Guide
- CCD - Contract Enquiry v4.1 User Guide
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- CCD v4.3 User Guide
- CCD Getting Started V4.3 User Guide
- CCD Advanced V4.3 User Guide
- CCD - Setting Up V4.3 User Guide
- CCD - Compliance V4.3 User Guide
- CCD - Commission and Fees V4.3 User Guide
- CCD - Complex Holdings V4.3 User Guide
- CCD - Financial Planning Tools V4.3 User Guide
- CCD - Group Schemes V4.3 User Guide
- CCD - Document Manager V4.3 User Guide
- CCD - Edit Suite V4.3 User Guide
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- CCD User Guide v4.3.1
- CCD User Guide - v4.3 and v4.3.1 Combined
- CCD - Getting Started v4.3.1 User Guide
- CCD - Advanced CCD and Administration v4.3.1 User Guide
- CCD - Setting Up v4.3.1 User Guide
- CCD - Compliance v4.3.1 User Guide
- CCD - Group Schemes v4.3.1 User Guide
- CCD - Financial Planning Tools v4.3.1 User Guide
- CCD - Complex Holdings v4.3.1 User Guide
- CCD - Document Manager v4.3.1 User Guide
- CCD - Remuneration v4.3.1 User Guide
- CCD Client User Manual - Consultancy Charges Report (Section L)
- CCD Client User Manual - Adviser Charge Revenue Report (Section K)
- Fee Mapping from 4.3 to 4.3.1
- CCD Contract Enquiry Guide (4.3.1 and below)
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- CCD Upgrade User Guide v4.3.2
- CCD - Getting Started v4.3.2 User Guide
- CCD - Advanced CCD and Administration v4.3.2 User Guide
- CCD - Setting up v4.3.2 User Guide
- CCD - Complex Holdings v4.3.2 User Guide
- CCD - Remuneration v4.3.2 User Guide
- CCD - Compliance v4.3.2 User Guide
- CCD - Group Schemes v4.3.2 User Guide
- CCD - Document Manager v4.3.2 User Guide
- CCD - Financial Planning Tools v4.3.2 User Guide
- CCD Contract Enquiry Guide (v4.3.2 and above including import function)
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