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We would not expect the RIY values for the consolidated ceding schemes amount (grouped together) and it’s corresponding target scheme RIY to be the same as when looking at each of the individual ceding schemes in isolation to their individual corres...
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Fund Options The bond currently has five fund options. You can only choose one fund option at a time when investing in the bond. Switching You can change your fund option free of charge up to three times for each policy year but if you d...
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Fund Options The bond currently has five fund options. You can only choose one fund option at a time when investing in the bond. Switching You can change your fund option free of charge up to three times for each policy year but if you do ...
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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 - Add Ceding Scheme . Pull through a holding created with the contact record to use as a Ceding Scheme in Switching Research. To add a Ceding scheme, click + Add Ceding Scheme:
Click Use...
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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 Performanc...
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Client special deals will be used above firm, network and portfolio deals. They are created within the Contact record. Navigate to the contact record: Navigate into the Special Deals tab: Click the New button: Select Platforms o...
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Cash is not included in portfolio fact sheets and will not be reflected in the statistics and performance metrics. You will see an amber warning at the top of the fact sheet to explain the cash percentage within the portfolio: There will also...
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When adding funds to a portfolio, there will either be a green tick, a blue 'Set' button or a blue tick icon. These indicate the following: The fund has asset allocation data The asset allocation has been supplied by the Provider as part of...