Quick quote 1.37 mins
Step by step demo on how to produce a quick quote, make regular payments and obtain summary results.
Illustration: overview 4.15 mins
Complete end to end demo of how to complete Retirement Account illustrations online.
- Getting started 0.44 mins
How to start a Retirement Account illustration, with specific focus on client details and policy search.
- Adding a payment 2.11 mins
Detailed demo on how to add payments for Retirement Planning.
- Choosing investments 2.38 mins
How to use the investment selection tool to select and allocate investments. Also shows how this is used with the Control Account.
- Selecting remuneration 2.21 mins
How to select a commission profile and introduces the projection calculation tool.
- Illustration results and next steps 1.43 mins
How to produce an illustration with specific focus on how to proceed to an application.
Existing Illustrations 2.10 mins
How to retrieve a previously produced illustration.
Retirement Account income illustration 2.49 mins
How to process Retirement Account Illustrations with income Drawdown.
Compare projections 3.01 mins
How to produce multiple illustrations easily with a focus on how our compare projections functionality can help with client recommendations.
Data capture form 3.49 mins
A look at how our online data capture form can help you get the best out of Retirement Account new business submission.
Application: overview 2.41 mins
Complete end to end demo of how to complete Retirement Account applications online.
FAQs
Find out more about Retirement Account
Fund switching 4.29 mins
A detailed look at how to process an online Fund switch for Retirement Account.
Fund selling 2.57 mins
How to disinvest funds from Retirement Account.
Fund buying 2.37 mins
How to use our online services to purchase funds for Retirement Account.
FAQs
View the latest fund factsheets, prices and performances
Bond quote 4.59 mins
How to process a Bond New Business illustration with specific focus on our Onshore Bond.
Bond application 5.24 mins
How to submit an online Bond application.
Bond existing business 6.03 mins
A detailed overview of the key existing business capability for our Bond product range.
FAQs
Find out more about our investment products
Policy servicing: overview 4.33 mins
View all the features of our policy servicing online.
Single valuations feed for intermediary Back Office Systems
FAQs
Find out more about Back Office Systems
Commission management overview 2.25 mins
High level overview of our online commission capability.
FAQs
Find out more about Commission Management
Unipass
How to register with Unipass 4.21 mins
How to register for eServices using a Unipass digital certificate.
FAQs
Username and password
How to register with username and password 5.34 mins
How to register for eServices using a customer ID and PIN number
FAQs