ON LINE QUOTATION GUIDE. Access Following screen will appear click on Individual Investors click click here

Transcription

1 ON LINE QUOTATION GUIDE Access Following screen will appear click on Individual Investors click click here Page 1 of 14

2 Following screen will appear Page 2 of 14

3 Click Presales 4th Tab Along Following screen will appear To access click Click Here If the following box appears please accept the security information by clicking Yes Page 3 of 14

4 Following screen will appear Click English ( top right hand corner) to change language Page 4 of 14

5 Following screen will appear Enter User name : illustration (all lower case) Enter Password: IFA (all upper case) Click login Page 5 of 14

6 The following screen will appear Under Adviser charging regime Default will be only if the client and the financial adviser are based in the UK If the above does not apply, i.e., either the client or financial adviser are based outside of the UK then please click on the second option In any other circumstances please tick the following box. The above will determine whether the illustration will be produced on an RDR (Retail Distribution Review) basis for the UK or on a Non RDR basis. Page 6 of 14

7 Click Next Following screen will appear Click Add in Holder(s) section to detail the name(s) of the policyholder(s) Page 7 of 14

8 Following screen will appear Click dropdown box Title box to obtain correct salutation Insert Forename Insert Surname If Client is life assured tick Is Life Assured Box Page 8 of 14

9 Following screen will appear Insert Life Assured date of birth and Click OK Repeat process if there are additional Applicants / Lives Assureds. If the Lives Assureds differ from the Applicants click Life or Lives Assured box and insert the information as above Page 9 of 14

10 Following screen will appear If no additional Applicants/Lives Assureds click Next Page 10 of 14

11 The following screen will appear Insert the relevant percentages per fund in the Split % column per fund (ensure total amounts to 100%) Click Next Page 11 of 14

12 The following screen will appear INVESTMENT Insert Investment Amount Click currency dropdown box and select appropriate currency of investment Start date can remain as is unless you wish to insert a date in the future (previous dates are not permitted) Click duration of illustration, 5 years is default however can be altered accordingly. Allocation Rate, no need to alter as this will change once the charges are inserted Insert Adviser Initial Charge required Insert Adviser Ongoing Charge Click currency dropdown box and select appropriate payment currency WITHDRAWAL PLAN Insert amount of regular withdrawal required in the Regular Withdrawal box Click currency dropdown box and select appropriate currency for regular withdrawal payment, alternatively insert percentage amount of investment in or annual % age on investment if known. Ensure that 0.00 is showing in the percentage box if regular withdrawal amount is completed and vice versa. Click Frequency dropdown box to select required payment frequency Click dropdown box to pick relevant start date for withdrawals Click Quote Page 12 of 14

13 The following screen will appear Click on PDF and illustration will be produced Page 13 of 14

14 If further quotes are required return to the above page and amend investment amount, Adviser Initial and Ongoing charges required etc, click on Quote click Generate PDF Alternatively return to above page Click on LOG OFF (top right hand side of screen) to exit quotes system Page 14 of 14