ONLINE USER GUIDE HALIFAX INTERMEDIARIES ONLINE

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1 ONLINE USER GUIDE HALIFAX INTERMEDIARIES ONLINE It s easier to do business with Halifax Intermediaries

2 CONTENTS Panel Registration Registering your Company 3 Broker Registration Registering your Account 5 Registration Authorisation and Activation 8 User Roles 9 Supervisor Role 10 Authorising new users 11 Administrator Role 12 Appointing an Administrator 13 Further Information 14 2

3 PANEL REGISTRATION REGISTERING YOUR COMPANY DETAILS 5 STEPS TO REGISTER YOUR COMPANY DETAILS.. 1 Visit 2 Select Placing Business from the tool bar 3 Select Register to place business 3

4 PANEL REGISTRATION REGISTERING YOUR COMPANY DETAILS 5 STEPS TO REGISTER YOUR COMPANY DETAILS..continued 4 Select Step 1. Register to join our panel 5 Complete the Online panel form and click Submit Once we have all the necessary information to enable us to process your panel registration, we ll you to confirm that your account will be available to use within 48 hours. 4

5 BROKER REGISTRATION REGISTERING YOUR ACCOUNT 6 STEPS TO REGISTER YOUR ACCOUNT.. 1 Visit and select Placing Business 2 Select Step 2: register online to place business 3 Select Step 1: Register now 5

6 BROKER REGISTRATION REGISTERING YOUR ACCOUNT 6 STEPS TO REGISTER YOUR ACCOUNT..continued 4 You will need to read our Privacy Notice before you are able to continue 6

7 BROKER REGISTRATION REGISTERING YOUR ACCOUNT 6 STEPS TO REGISTER YOUR ACCOUNT.. continued 5 6 After reading our Privacy Notice, you will need to Accept our Terms and Conditions Complete the registration page (including your FCA Number) and click submit When the User ID is displayed, you need to remember this, as it will not be ed to you As part of your registration you will be asked to choose your company role, you can read more about this on Page 9. If you are the first person in your company to register you will need to choose Supervisor role or Supervisor Consultant (if you also wish to submit business) After selecting submit your User ID will be displayed on screen..for what happens next.see Page 8 Registration Authorising & Activating 7

8 REGISTRATION AUTHORISATION & ACTIVATION 1 Your registration will need to be authorised by either your Company Supervisor or your Halifax Business Development Manager 2 Once your User ID has been authorised, you will receive a one-time password by (copy below) Use the link in the to activate your account 8

9 USER ROLES You will need to agree your level of access and the roles for individuals within the company. Your role depends of the level of access you want: - Supervisor Consultant Supervisor Consultants can authorise a Consultant role and submit business Consultant Consultants can submit and track business Supervisor Supervisors can authorise user access but cannot submit business Administrator Administrators can submit and track business on behalf of a Consultant within the company 9

10 SUPERVISOR ROLE What does being a Supervisor mean? As a Supervisor or Supervisor Consultant, you have two key responsibilities: - Authorising new users you will need to confirm new users details are correct Maintaining up to date records once users in your company are registered, regular checks will need to be carried out to ensure user details are up to date and leavers are removed Searching for users within your company 1 2 Once logged on to Intermediaries Online, please select Administration Tools Select Supervisor Search and enter the relevant user details 10

11 AUTHORISING NEW USERS How does a Supervisor authorise new users? Once logged on Select Administration Tools and Supervisor search. Then follow these three steps: Step 1 Select search and then pending authorisation. This will show you a list of all your company users requiring authorisation. Step 2 Choose the relevant user from the list and click on User ID. You ll then see their details on the screen. Step 3 Finally, choose the authorise option. You ll be asked to check your user s address and make sure that their details are correct. To confirm them, simply click Submit 11

12 ADMINISTRATOR ROLE As an Administrator, you can do the following on behalf of your Intermediary: Create/update/view applications online on behalf of a consultant Track cases online on behalf of a consultant Access/print documents online Upload documents for an application Getting started: You need to register for your own user-id as an admin assistant You can only act as Administrator for an Intermediary under the same FCA number, post code and company name If you wish to act as Administrator for consultant s across more than one location you ll need to register for a separate user-id at each postcode where they are based Using your user-id an Intermediary needs to give you Administrator rights to act on their behalf The consultant can choose to give Full Access rights to allow you to perform all the above actions or Read Only to just view their applications online When keying any application the consultant can also request that you receive copies of all update s 12

13 APPOINTING AN ADMINISTRATOR How to appoint Step 1 Sign in to Halifax Online and select Administration Tools followed by Maintain Administrator Step 2 Enter the user ID of the colleague you wish to appoint, together with your company FCA number and postcode then select add Step 3 If the details are correct, select Submit How to remove Step 1 Select the administrator you wish to remove from the list of Assigned Administrators Step 2 Select Remove Administrator followed by submit 13

14 FURTHER INFORMATION For further help and support please contact your local Business Development manager or visit our intermediary website Halifax is a division of Bank of Scotland plc. Registered in Scotland No. SC Registered Office: The Mound, Edinburgh EH1 1YZ. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority (08/18)