Secure Services Support - Service

This table shows what online services are available to help you at the pre-sale stage of the advice process.

the service is available.

	Library					Fund Centre
		Brochures	Key features	Sale aids	Application forms	Client literature	Up to date pricing and risk ratings	Fund Performance charting tool	Industry standard fund codes	Extra fund details into a csv details
	Protection
Pensions
Investment bonds
At Retirement

You'll need Adobe Flash player to run these demos. If you don't have Flash Player, you can view PDF version of the demos instead.

This table shows what online services are available to help you when you're submitting new business

the service is available.

means the services is available and there is a demo showing how it works. Click the icon to start the demo.

You'll need Adobe Flash player to run these demos. If you don't have Flash Player, you can view PDF version of the demos instead.

This table shows what online services are available to help you track new business

the product service is available.

	Application status and details	Confirm date of commencement	Download case details
Protection
Pension
Investment bonds
At Retirement

You'll need Adobe Flash player to run these demos. If you don't have Flash Player, you can view PDF version of the demos instead.

This table shows what online services are available to help you with the ongoing servicing of your clients.

the service is available.

means the service is available and there is a demo showing how it works. Click the icon to start the demo.

	View basic policy information	View transaction history	Generate a client report	Get a valuation	Switch/redirect funds	View clients documents online	Portfolio analysis
Protection
Pension
Investment bonds
At Retirement

You'll need Adobe Flash player to run these demos. If you don't have Flash Player, you can view PDF version of the demos instead.

WA01252