Helpful icons on the Zurich Platform
|
|
- Barry Lloyd
- 6 years ago
- Views:
Transcription
1 Notepad User Guide
2 Notepad This guide will help you when you are using the Zurich Intermediary Platform. It will take you through the screens you need to add and maintain Notepad items for new and existing Zurich Portfolios. Notepad is a means of capturing the details of single assets or policies not held on the Zurich Intermediary Platform. It will allow you to produce a valuation of all your client s assets and if you have access to the tools on the Platform, evaluate them using the FE tools. Once the assets or policy details have been submitted, the Platform will value them through a data feed from FE. Also included are instructions on how to transfer or re-register permitted Notepad assets to the Platform, including the generation of the required pre-populated documents. The guide can also be accessed by clicking the icon at the right hand side of the page, this feature is on all screens of the Platform. Once familiar with the system, this guide can be used as a reference document. Helpful icons on the Zurich Platform Contents Adding a Notepad item to an Existing or New Portfolio 3 Adding Notepad Items 4 Maintaining Notepad Items 10 Helpful information Enables you to edit the information Enables you to delete the information Denotes a mandatory detail. You must complete mandatory details to be able to move forward Producing Client Valuation Reports 14 Producing Documents to Re-register or Transfer Notepad items to the Platform 16 Enables you to save your work and exit the process. You can restart the process by selecting the item in your Work in Progress Expands the information Denotes that the portfolio is linked Notepad User Guide 2
3 Adding a Notepad item to an Existing or New Portfolio Existing portfolio To add a Notepad item to an existing Portfolio, select Existing portfolio > Portfolio search. Complete one or more of the Portfolio search options and click Search. On the results page, click on the desired Portfolio name, this will take you to the dashboard for that Portfolio. Click Existing portfolio > Existing portfolio new business checklist and go to Step 1 on the following page. New portfolio To add a Notepad item when setting up a new client Portfolio select New portfolio > New portfolio checklist add client details and go to Step 1 on the following page. TIP If you need assistance setting up a Portfolio please refer to our Investment New Business or our Retirement Account New Business guides. Notepad User Guide 3
4 Adding Notepad Items This is the summary screen. Each section has a set number of screens within it, indicated by the number on the right. When a section is complete you ll be returned to this screen to review and confirm your progress. You can leave a section before completing all the screens. The Platform will always save the information entered and the summary screen will show your progress. Click the check box to select Add notepad items. Click Continue. To begin, click Add notepad items. Notepad User Guide 4
5 Adding Notepad Items (continued) Select the type of Notepad item from the Category dropdown. TIP Unwrapped refers to assets held outside a tax efficient wrapper such as a pension or ISA. Examples of unwrapped holdings include collectives or exchange-traded assets. Complete the relevant and mandatory fields. Click Add. The item will then be listed in the table. Repeat the process for additional items. Click Next. Here you can select the assets that a wrapped Notepad item is invested in. Click the icon to add assets. Notepad User Guide 5
6 Adding Notepad Items (continued) The Asset selection screen allows you to select the assets that your client is invested in. This can be from either a previously created Shortlist of preferred assets or the Platform list of available assets held under the Universe tab. Enter at least one search criteria after selecting the asset Type. Click Search. Click the check box to select an asset. Click Add. Click OK. TIP More than one asset can be selected prior to clicking Add. TIP Evaluate portfolio allows you to report on your selected assets in the FE tools. TIP If your firm has set a preferred universe, which you do not wish to use, you will need to deselect the preferred universe to see all assets. Notepad User Guide 6
7 Adding Notepad Items (continued) Enter the date the assets were last valued under Units held. Enter the number of Units held for each asset, FE will update the investment value using this information. Click Compute estimated value. TIP If you need to add more assets than previously selected click the icon. This will reload the Asset selection screen. Click Next. The final screen in the Notepad section is the Confirmation screen. Click Previous to review and edit the information. By clicking Next you are confirming that all information entered previously is correct. This information will be locked and no longer available to edit within this set up process. If ready to move on, click the check box and then click Next. Notepad User Guide 7
8 Adding Notepad Items (continued) TIP Click Review to view completed information. The icon indicates the information is locked and no longer available to edit. In order to edit the details entered please see Maintaining Notepad Items. Click Continue. If there are any required documents, they are now available to download and print. They will also be stored in the client s document library for future reference. TIP Once the Status of all documents is Complete click to Consolidate all documents into one PDF. Click Next. Notepad User Guide 8
9 Adding Notepad Items (continued) A declaration will only appear if you are adding a Notepad item as part of another task for which a declaration is required, such as opening a new Zurich Portfolio. Please carefully read the declaration before submitting. If you are happy to proceed, click the check box and then click Submit. The process is now complete and the details can be reviewed by clicking Review. Click to return to the Firm dashboard. Notepad User Guide 9
10 Maintaining Notepad Items You can edit or delete existing Notepad items. From the Portfolio dashboard select Existing portfolio > Portfolio management > Notepad. The existing Notepad items are listed here. To edit the items, click the corresponding or delete by clicking the icon. icon Notepad User Guide 10
11 Maintaining Notepad Items (continued) Editing You can edit all the details except the Notepad category. Edit the details as necessary. Click Save. Once you have completed any required amendments click Next. Allocation This screen allows you to make changes to the assets held within Notepad items. Click the icon to delete any assets. Click the icon to add additional assets from the Asset selection screen. Notepad User Guide 11
12 Maintaining Notepad Items (continued) Asset selection screen The Asset selection screen allows you to select the assets that your client is invested in. This can be from either a previously created Shortlist of preferred assets or the Platform list of available assets held under the Universe tab. Enter at least one search criteria after selecting the asset Type. Click Search. Click the check box to select an asset. Click Add. Click Ok. TIP More than one asset can be selected prior to clicking Add. TIP Search options allow you to narrow the asset list. TIP Evaluate portfolio allows you to report on your selected assets in the FE tools. TIP If your firm has set a preferred universe, which you do not wish to use, you will need to deselect the preferred universe to see all assets. Notepad User Guide 12
13 Maintaining Notepad Items (continued) Enter the date the assets were last valued under Units held and enter the number of Units held for each asset. Click Compute estimated value. TIP If you need to add more assets than previously selected click the icon. This will reload the Asset selection screen. If you are ready to move on, click the check box and then click Submit. Amendments will be saved and you will be redirected to the Portfolio dashboard. Notepad User Guide 13
14 Producing Client Valuation Reports Once Notepad items have been added to the Portfolio they will appear on Client Valuation Reports. To create a valuation report select Existing Portfolio> Portfolio Management> Generate Portfolio Reports. You are instantly directed to the Generate new report pop-up box, which allows you to input dates between which to generate the report. From the Report Type dropdown menu, select Client Valuation. Click Generate. Notepad User Guide 14
15 Producing Client Valuation Reports (continued) The Client Valuation Report will then appear at the top of the documents listed in the Document Library. TIP If the client has access to view their Zurich Portfolio within the client portal they will receive an to advise them that new information has been uploaded and is available to view within their document library. Notepad User Guide 15
16 Producing Documents to Re-register or Transfer Notepad items to the Platform When the Notepad holds details of assets that your client wants to move onto the Platform, you can select any existing items to pre-populate the new business checklist along with the documents required to instruct the transfer. NB Only assets that are eligible to be held on the Platform can be transferred. From the Portfolio dashboard, select Existing Portfolio > Existing Portfolio New Business Checklist Click the check box to select Add transfer in details. Click Start. Notepad User Guide 16
17 Producing Documents to Re-register or Transfer Notepad items to the Platform (continued) Click Add transfer in. Select Product or tax wrapper from dropdown menu. If the transfer is from a Notepad item select Yes and choose the appropriate item from table below. Complete the relevant and mandatory fields. Click Add. TIP Once you click Add, a warning note will advise you that the Notepad item you have chosen to transfer will now be removed from Notepad. Notepad User Guide 17
18 Producing Documents to Re-register or Transfer Notepad items to the Platform (continued) The policy details, including the units held, are displayed. To add additional transfers in, click Add transfer in and repeat the process. If the units have changed, update them accordingly. Click Next. TIP The Platform will inform you if the chosen units are not available for re-registration. For further clarification on assets available for re-registration please speak to your Zurich consultant. Please read the notes on the confirmation screen carefully. They will vary depending on account type. TIP The confirmation screen will only include the Important notes when submitting pension transfers. If you are ready to move on, click the check box and then click Next. Notepad User Guide 18
19 Producing Documents to Re-register or Transfer Notepad items to the Platform (continued) Once transfer details have been successfully added you are returned to the summary screen. TIP Click Review to view the information completed or Edit to make changes. Click Continue. Follow the checklist through in the usual way to submit the business or see our Investment New Business or our Retirement Account New Business guides. Once the new business checklist has been completed, the required documents will be generated. This will include the appropriate Transfer Authority for the selected Notepad items. Notepad User Guide 19
20 Zurich Intermediary Platform A better business experience NP (07/13) RRD For use by professional financial advisers only. No other person should rely on or act on any information in this advertisement when making an investment decision. This advertisement has not been approved for use with clients. Zurich is a trading name of Sterling ISA Managers Limited. Sterling ISA Managers Limited, authorised and regulated by the Financial Conduct Authority. Registered in England and Wales under company number Registered Office: The Grange, Bishops Cleeve, Cheltenham, GL52 8XX. Zurich Life Assurance plc is authorised and regulated by the Central Bank of Ireland and subject to limited regulation by the Financial Conduct Authority for the conduct of insurance business in the UK. Registered office: Zurich House, Frascati Road, Blackrock, Co Dublin, Ireland. Registered in Ireland under company number
MANAGE SUBMISSIONS. Your quick guide
MANAGE SUBMISSIONS. Your quick guide MANAGE SUBMISSIONS. YOUR QUICK GUIDE INTRODUCTION. This user guide has been designed to help you easily manage joiner and contribution submissions around our Manage
More information1 Introduction. What are valuations? What is the Enterprise Messaging Platform?
Version 1.1 Contents Introduction... 3 What are valuations?... 3 What is the Enterprise Messaging Platform?... 3 Agency Information... 4 Provider Registration... 4 Unipass Digital Certificates... 4 Platform
More informationesolutions Your guide to quoting and applying for Healthier Solutions our individual private medical insurance aviva.co.
esolutions Your guide to quoting and applying for Healthier Solutions our individual private medical insurance aviva.co.uk/health 1 Contents 1. esolutions home page 1 2. Creating a new individual quote
More informationQuick guide to the SmartSimple on-line portal (making an application)
EPA Research Programme 2014-2020 Quick guide to the SmartSimple on-line portal (making an application) POWERED BY SMARTSIMPLE Disclaimer Please read this document carefully prior to using the on-line portal.
More informationAssessment, communications and joining. This guide is for GFRP that has been converted to a qualifying workplace pension scheme.
Assessment, and joining This guide is for GFRP that has been converted to a qualifying workplace pension scheme. Welcome to GPZ When you ve logged into GPZ, you ll see your scheme home page. You can start
More informationAssessment, communications and joining
Assessment, and joining Welcome to GPZ When you ve logged into GPZ, you ll see your scheme home page. You can start any journey from this page. PLEASE NOTE If you have access to multiple schemes or sites,
More informationVIRGIN MONEY ONLINE. User guide
VIRGIN MONEY ONLINE User guide > WHAT IS VIRGIN MONEY ONLINE (VMO)? Page 3 > DIP Page 15 Welcome... Page 3 Submitting a DIP... Page 15 VMO at a glance... Page 4 Viewing your submitted DIP... Page 17 Your
More informationSystem Admin Master User User guide. A guide to the system admin functionality as a Master User
System Admin Master User User guide A guide to the system admin functionality as a Master User ACCESS l Once logged in click on System Admin. 2 Account Maintenance l The top half of the account maintenance
More informationRegistration for on-line access to Xafinity
Registration for on-line access to Xafinity If you require this document in another format for ease of reading, please let us know. Making Sense of Pensions Registration for on-line access to Xafinity
More informationService administrator and card ordering user guide
Service administrator and card ordering user guide Contents 1 What is a service administrator? 2 What is a service role? 3 How do I apply as the initial service administrator / register my organisation?
More informationCanada Life Adviser Connect. Registration Guide
Canada Life Adviser Connect Registration Guide Contents Page Introduction 3 Registration 4 Login Page 5 Unipass Registration 6 Terms and Conditions 7 Request Registration 8 Thank You Screen and Confirmation
More informationPortfolio Services Website User Guide CAS4007 (10/15)
Portfolio Services Website User Guide TABLE OF CONTENTS 01 Logging in to the CommSec Adviser Services Website... 3 02 Your Home Page... 4 03 Navigating the Website... 5 04 Corporate Actions... 6 Entitlement
More informationClient Care Desktop v4.1
Client Care Desktop v4.1 7 Features and Modifications Version 1.2 21 st April 2010 Contents 1 Introduction... 3 2 New features... 4 2.1 Contract Enquiry restructure... 4 2.2 Additional Fact find flexibility...
More informationLogging into Client Site. Web browser following the Link Client site on our Caple Banks Website.
Logging into Client Site This tool is an aid for you to be able to get unlimited access to your financial information. This is a unique online tool that allows you to view current valuations or your portfolio,
More informationBulk Dealing and Model Portfolio Service
Bulk Dealing and Model Portfolio Service Bulk sell This user guide will lead you through the steps involved in bulk selling. Please read this guide in conjunction with the important notes document, as
More information(The mandatory fields are marked with an * asterix)
Welcome, You have received a link so you can register on The Finning Supplier Portal. This link will take you straight to the first step of the pre-qualification questionnaire page. There are 4 steps in
More informationStep by step guide: Setting up an Embark TPIA
Setting up a new Embark Third Party Investment Account (TPIA) Creating a New Customer 1. Log in using your Adviser or Admin log in details 2. From the banner on the left-hand side of the page select Customer
More informationHelping your client accept their product transfer
INTERMEDIARIES & INVESTMENT PROFESSIONALS ONLY: NOT FOR PUBLIC DISTRIBUTION Helping your client accept their product transfer July 2017 Contents This guide takes you step by step through each of the screens
More informationEPA Research Programme EPA s Online Grant Application & Project Management Portal
EPA Research Programme 2014-2020 EPA s Online Grant Application & Project Management Portal QUICK GUIDE TO MAKING AN APPLICATION April 2018 Version 3 Powered by SmartSimple The EPA Research Programme is
More informationREC01 Managing a vacancy
This guide refers to processes REC3_Set up Vacancy and REC4_Manage Panel/Advert (and should be read in conjunction with) the recruitment process outlined on the Personnel Services website. Go to Personnel
More informationAviva Wrap Valuations. e-services User Guide
Aviva Wrap Valuations e-services User Guide August 2014 Contents 1. Introduction... 3 2. Registering for the Valuation Service... 3 3. Configuration Options... 4 4. Choosing the right settings... 6 5.
More informationREC01 Managing a vacancy
This guide refers to stages REC 3 and REC 4 of the recruitment process outlined in the Recruitment Statuses and Events diagram. For further guidance on recruiting staff, please see the Personnel Service
More informationAnnecto e-recruit Application Guide
Annecto e-recruit Application Guide Table of contents Section 1. Applying for positions... 3 3.1 Searching for a vacant position... 3 3.1.1 Run a simple search... 3 3.1.2 Browse all vacancies... 3 3.1.3
More informatione-services User Manual
Chhattisgarh Commercial Tax Department e-services User Manual Return Processing System & Tax Assessment System And Dealer Information System Software Application For Online Services and Portal Table of
More informationJobtrain Basics Client Guide. January 2019
Jobtrain Basics Client Guide January 2019 Jobtrain basics - client guide This guide is designed to help users with the most basic processes within Jobtrain including adding jobs, basic candidate management
More informationLandbay BTL Hub. Quick Start User Guide for Brokers
Landbay BTL Hub Quick Start User Guide for Brokers The content of this user guide is up-to-date at the time of print. If you have any issues accessing the BTL Hub, please contact etech Client Support Services
More informationWelcome to WebLink Internet Access
WebLink User Guide Welcome to WebLink Internet Access WebLink provides access to your investment portfolio 24/7. The minimum browser versions currently certified are: MS Edge IE 11.0 Chrome 62 FireFox
More informationLegal Entity Identifier (LEI) User Guide
Legal Entity Identifier (LEI) User Guide Page 1 Table of Contents The Legal Entity Identifier User Guide gives you an overview of the functionality of the UnaVista LEI module. This user guide includes
More informationGuide to Newbury Building Society s Online Intermediary Service
Guide to Newbury Building Society s Online Intermediary Service NEWBURY building society How do I get started? You need to register to use our online service. You will be emailed a unique username & prompt
More informationREC01 Recruitment & Personnel
This guide refers to processes REC3_Set up Vacancy and REC4_Manage Panel/Advert (and should be read in conjunction with) the recruitment process outlined on the Services website. Go to Services>Recruiting
More informationFor UK customers only. How to register and sign in to the online Customer Centre user guide
For UK customers only How to register and sign in to the online Customer Centre user guide Contents How to find the online Customer Centre 3 Starting the registration process 4 Step : Your personal information
More informationBEEDS portal Bank of England Electronic Data Submission portal. User guide. New PRA Authorisations Version 1.1
BEEDS portal Bank of England Electronic Data Submission portal User guide New PRA Authorisations Version 1.1 May 2018 Contents Document versions 3 1. Introduction 3 a. Bank of England contact details 4
More informationCitizen Self Service Portal Guide to Online Permits
Citizen Self Service Portal Guide to Online Permits The City has transitioned to a new online permit system. Citizen Self Service (CSS) is a web portal offering contractors a convenient way of conducting
More informationEmployer User Guide. Getting Started. Daily Processing. Maintenance. Reporting
Employer User Guide Getting Started Daily Processing Maintenance Reporting Starting SuperChoice 1. Start your Internet browser 2. In the Location or Address field, type the path https://www.superchoice.com.au/superchoicescnew.htm.
More informationUser Manual for Request for Proposal PMKVY
User Manual for Request for Proposal PMKVY (Pradhan Mantri Kaushal Vikas Yojana) Powered by Hard Shell Technologies (P) Ltd. 1 Table of Contents 1. Home Page... 3 1.1. Dashboard... 3 2. Training Partner
More informationEMR Company Registration and User Management
EMR Company Registration and User Management Guidance document for EMR participants User Support Guide for EMR Company Registration and User Management 24 th January 2017 National Grid Electricity Transmission
More informationNovia platform user guide
Novia platform user guide Contents page 1. Activating your account 2 2. How to log in on subsequent occasions 4 3. What to do if you forget your Password 5 4. Finding your way around the Novia platform
More informationPayments Quick start guide Payment Management
Payments Quick start guide Payment Management Payment management Topics in this section Introduction Creating a payment/batch Verify a payment batch Approving a payment batch Submitting a payment batch
More informationInvestor Services Online Quick Reference Guide Approving transactions
All transactions in Investor Services Online must be approved from the My Transactions page before they can be submitted to RBC Investor & Treasury Services for processing. The number of approvers required
More informationDeutsche Bank Global Transaction Banking. Internet Bankieren. CHOBS Direct.
Deutsche Bank Global Transaction Banking Internet Bankieren CHOBS Direct www.deutschebank.nl Internet Bankieren CHOBS Direct 2 CHOBS Direct You have access to CHOBS Direct via the menu on the lefthand
More informationService administrator and Card ordering user guide
Service administrator and Card ordering user guide 1 Contents 1. What is a service administrator? 2. What is a service role? 3. How do I apply as the initial service administrator / register my organisation?
More informationWire Manager User Guide
Wire Manager User Guide Users can access Wire Manager through Capital Express Business Online and perform various wire functions. New Domestic Wire Transfer..2 New International Wire Transfer..4 New Wire
More informationUSER GUIDE. Beneficiaries
USER GUIDE Beneficiaries This guide is to help you with managing beneficiaries when using the online banking platform. Beneficiaries: Home Menu Select the Beneficiary tab to see an alphabetically ordered
More informationPortal Guidelines For Applicants
Endeavour Fund Smart Ideas and Research Programmes Portal Guidelines For Applicants 2017 Endeavour Round September 2016 Contents Completing an Application in MBIE s IMS Portal... 1 Things you will need...
More informationCLIENT MANAGER PORTAL. A buyer s guide to the Supplier Finance website
CLIENT MANAGER PORTAL A buyer s guide to the Supplier Finance website Contents Welcome to Supplier Finance 1 Logging on 2 Moving around 3 Your summary 4 Uploading invoices and credit notes 5 Approving
More informationMERCERSPECTRUM EMPLOYER USER GUIDE
MERCERSPECTRUM EMPLOYER USER GUIDE WHAT DO YOU WANT TO DO TODAY? Getting started... 2 Day-to-day processing... 3 Linking the Choice fund to your Employer Fund List...4 Choice Fund exists but is not linked
More informationError! No text of specified style in document.
Error! No text of specified style in document. Error! Use the Home tab to apply Section title to the text that you want to appear here. CFD Independent Auditor Report on CFD Allocation Round 2 4 September
More informationA User Guide to the Regions Wealth Platform
A User Guide to the Regions Wealth Platform About the Regions Wealth Platform At Regions Wealth Management, our goal is to provide you with a beneficial relationship that meets your financial needs and
More informationTo update firm name and trading names, website address, accounting reference date, auditors, locum, contacts and addresses.
This form may be completed on screen and printed, or printed for completion by hand. NOTE: You cannot save the form if you are completing it using Acrobat Reader. It is therefore advisable to assemble
More informationUser Manual (Online Plot Application) Guidelines for submission of online plot application on MIDC Portal
User Manual (Online Plot Application) Guidelines for submission of online plot application on MIDC Portal Index 1. Introduction 2. Process for Registration 3. Pre-requisites for submission of online plot
More informationPAYMENT SEARCH AND PAYMENTS DIARY
PAYMENT SEARCH AND PAYMENTS DIARY Contents 1 Payment search 1 1.1 Introduction 1 1.2 Payment search search criteria 1 1.3 Using Payment search 1 1.4 Options 2 2 Payments diary 3 2.1 Introduction 3 2.2
More informationCLIENT MANAGER PORTAL. A supplier s guide to the Supplier Finance website
CLIENT MANAGER PORTAL A supplier s guide to the Supplier Finance website Contents Welcome to Supplier Finance 1 Your payments 2 Logging on 3 Moving around 4 Your summary 5 Requesting early payments 7 Approving
More informationElectronic Submission System User procedures document MAY 2018
Electronic Submission System User procedures document MAY 2018 Electronic Submission System User Guide 1 What s new? This user guide was updated in May 2018 to include recent changes to the Electronic
More informationRate Switch Keying Guide
NFI ONLINE Rate Switch Keying Guide For intermediary use only This guide will assist you with keying a Rate Switch in NFI Online. Note: The following application types can t be completed on NFI Online
More informationA SMART WAY TO TRADE...
MARINE CARGO esolutions USER GUIDE A SMART WAY TO TRADE... At RSA, we are serious about finding you better, quicker and easier ways to trade in an increasingly competitive market. Cargo esolutions is a
More informationto our award winning online mortgage application system
for Intermediaries bankofireland4intermediaries.co.uk System user guide Welcome to our award winning online mortgage application system AWARDS 2016 Best Use of Technology Lenders This helpful user guide
More informationFunctional Skills ICT on-demand
Functional Skills ICT on-demand User Guide Page 1 of 25 Contents of this guide Introduction Page 3 Registering Learners Page 4-8 Booking a test Page 9-11 Amending a test booking Page 12 Downloading test
More informationWealth Management Online. User Guide
Wealth Management Online User Guide Version 3.0 Welcome to Cambridge Trust Company s Wealth Management Online internet access site. Wealth Management Online provides access to your investment portfolio
More informationEchelon Portfolio Adviser User Guide
Contents 1 Introducing your new Echelon Portfolio site 3 2 Logging in to the Echelon Portfolio Platform Requesting Echelon Portfolio access for your clients 3 3 3 Your Home Page 4 4 Navigating the Website
More informationHow to guide. Broker Portal
How to guide Broker Portal BROKER PORTAL 2 Contents Introduction 3 Broker registration 4 Logging in to the Portal 5 Navigation 6 Keying a new application 7 How to submit a case 8 How to view a submitted
More informationa guide to... the portal Portal Handbook Centre Support June 2014
a guide to... the portal Portal Handbook Centre Support June 2014 Contents What s the NCFE Portal Page 1 Finding the Portal Page 1 Requesting to use the Portal Page 2 Logging in to the Portal Page 3 Forgotten
More informationBEEDS portal Bank of England Electronic Data Submission portal. User guide. Credit unions Version 1.2
BEEDS portal Bank of England Electronic Data Submission portal User guide Credit unions Version 1.2 May 2018 Contents Document versions 3 1. Introduction 4 a. Bank of England contact details 4 2. General
More informationEuropean Market Infrastructure Regulation (EMIR)
European Market Infrastructure Regulation (EMIR) User Guide Post Trade Portal: HSBC EMIR Delegated Reporting Service August 2016 Published: August 2016 1 Disclaimer This document is issued by HSBC Bank
More informationKey Contacts Guide to the University Supplier Database
Key Contacts Guide to the University Supplier Database Table of Contents Requesting Access... 3 Search Only... 3 Access to request new supplier, amend or reactivate... 3 Logging on and Searching Suppliers
More informationREC06 Creating a manual vacancy (formerly REC01a)
This guide should be used to manually create a Vacancy following a failed recruitment campaign when you wish to re-advertise. It refers to processes REC3_Set up Vacancy and REC4_Manage Panel/Advert (and
More informationbusiness online plus user guide
business online plus user guide 1 2 Login : 03-09 Administration : 11-32 Accounts : 33-41 Transfers : 43-47 Beneficiaries : 49-54 Payments : 55-75 Statements : 77-79 Preferences : 81-83 Messages : 86-87
More informationGuidance In Situ Pre-Approval Controlled Functions (PCFs): Confirmation of Due Diligence undertaken
2012 Guidance In Situ Pre-Approval Controlled Functions (PCFs): Confirmation of Due Diligence undertaken Table of Contents Contents Table of Contents... 2 Section 1: Introduction... 3 Purpose of this Guidance...
More informationREGISTERING FOR THE ONLINE SERVICE IF YOU DON T HAVE A GOVERNMENT GATEWAY ACCOUNT. Chartered Surveyors & Property Auditors
REGISTERING FOR THE ONLINE SERVICE IF YOU DON T HAVE A GOVERNMENT GATEWAY ACCOUNT Registering for the Online Service (Without a Government Gateway Account) This document is designed to guide you through
More informationPlease note that there are software dependencies for both the Broker and Insurer for this solution to work;
How to Guide: Open GI Document Creator for IPID Templates IPID Overview The UK and Republic of Ireland (non-life) insurance markets are required to comply with the Insurance Distribution Directive (IDD)
More informationCSV CONVERTING LLOYDSLINK ONLINE IAT (GBP) CSV FILES. Importing Payments in Commercial Banking Online
CSV Ò CONVERTING LLOYDSLINK ONLINE IAT (GBP) CSV FILES Importing Payments in Commercial Banking Online Import your Payment Files in Commercial Banking Online In Commercial Banking Online all Payment Files
More informationPFE Online Application Help File
PFE Online Application Help File Please follow this step-by-step guide to help complete the PFE online application form for Educational Oversight. (Please note, failure to complete all required information
More informationHOW TO APPLY INSTRUCTIONS FOR FILLING ONLINE APPLICATION FORM FOR WEST BENGAL POWER DEVELOPMENT CORPORATION LIMITED
HOW TO APPLY INSTRUCTIONS FOR FILLING ONLINE APPLICATION FORM FOR WEST BENGAL POWER DEVELOPMENT CORPORATION LIMITED 1. Visit Website: http://www.wbpdcl.co.in/ and follow the link Career to access the web
More informationConfirming your identity
Confirming your identity We want to pay you quickly and securely To keep you safe from identity theft and fraud, we sometimes need to check that you are who you say you are. This is also required by anti-money
More informationTHE UNIVERSITY OF EDINBURGH FINANCE PROCESS MANAGER USER GUIDE. Student/Visitor efinancials Payment Record Creation
THE UNIVERSITY OF EDINBURGH FINANCE PROCESS MANAGER USER GUIDE Student/Visitor efinancials Payment Record Creation CONTENTS Notes Page 2 Submitting a Student/Visitor efinancials Payment Record Creation
More informationPayments BACS service
Payments BACS service Direct Debit registration Guidance notes for completion of form Use of this form This form is to be completed by customers that wish to become a Direct Debit Originator and submit
More informationGrant Lifecycle Manager Learning Lab Applicant Tutorial
VIDEO 1: Site Access & Account Creation You will access the system via the log on page. The Foundation may have provided you with a link to this page, or it may be hyperlinked on their Foundation website.
More informationOVERVIEW. User Dashboard
OVERVIEW User Dashboard File & Serve Illinois USER DASHBOARD TABLE OF CONTENTS File & Serve Illinois Resources 3 File & Serve Illinois User Dashboard Overview 4 Submit a New Filing Tab 5 Completed Filings
More informationDevelopment Application Online. HowTo guide for applicants
Development Application Online HowTo guide for applicants Disclaimer While every reasonable effort has been made to ensure that this document is correct at the time of printing, the State of NSW, its agents
More informationPortal Resource Guide: Core Support
Portal Resource Guide: Core Support The William Penn Foundation is pleased to invite you to its online Grantee Portal to apply for Core Support funding. An online account is necessary to log in to the
More informationHelp file application for authorisations and approval of auditors. Table of contents
HELP FILE WITH REGARD TO APPLICATION FOR AUTHORISATION AS AN AUDITOR, INTERNATIONAL FINANCIAL REPORTING STANDARDS ADVISOR AND APPROVALS 2016 Table of contents 1. Requirements for approval of an auditor...
More informationUser Guide. Prepared by activpayroll s activ8 Team - Updated October Page 1 of 6
User Guide Prepared by activpayroll s activ8 Team - Updated October 2016. activ8@activpayroll.com Page 1 of 6 Contents Contents... 2 How do I view my bank details?... 3 How do I edit my bank details?...
More informationSTEP-BY-STEP HOW TO GUIDE
STEP-BY-STEP HOW TO GUIDE for Kensington Register & Retrieve For HP Locks www.hplockregistration.kensington.com www.hplockregistration.kensington.com i ii Contents A. Create an Administrator Account.......................................
More informationManage Online Applications
HRIS Recruitment Training REC03 For use by all departments whether live with e-recruitment only or e-recruitment and Personnel Quick Reference Guide to Manage Online Applications in Core HR V1.11 What
More informationOrganize and Organize LITE
Using GruntWorx to Organize Your Client Tax Documents NEED HELP? Call us: 877-830-6059 X2 for Sales X3 for Support Organize GruntWorx Organize classifies, organizes and labels your client s source documents
More informationRegistering for the Online Service (Without a Government Gateway Account)
Registering for the Online Service (Without a Government Gateway Account) Registering for the Online Service (Without a Government Gateway Account) This document is designed to guide you through the steps
More informationHelpful Tips for Global UGRAD Applicants
Helpful Tips for Global UGRAD Applicants Thank you for your interest in the Global UGRAD Program. Below are some tips to help you complete your application. Read all instructions carefully Please follow
More informationTraining Manual For SMSF Accountants
Training Manual For SMSF Accountants DKM AUDIT SOLUTIONS ABN : 74 129 079 769 Phone: 02 97881850 Fax : 02 97881465 Email at: davidmaj@dkmaccounting.com.au.com.au PO Box 1087 Merrylands NSW 2160 1 Table
More informationCoutts Online Administrator User Guide
Coutts Online Administrator User Guide Contents 1. What is an administrator?...2 1.1 What is dual administration?...2 2. Getting Started...2 2.1 How to use your smartcard for the first time...2 2.2 How
More informationSupplier Reference Guide (QRG) Table of Contents
Supplier Onboarding Supplier Reference Guide (QRG) Table of Contents Supplier Checklist... 2 New Supplier Onboarding Steps... 3 Introduction... 4 Registration... 6 Certification... 16 Acceptance... 35
More informationUser Manual For. EFM I2File.net. September 26, 2017 Version 1.0
User Manual For EFM I2File.net September 26, 2017 Version 1.0 1 Table of Contents Registration... 3 Register a Firm Account... 3 Register a Self-Represented Account... 5 Login... 8 Forgot Password... 8
More informationHow to register as a new user on the Welplan Auto Enrolment system
How to register as a new user on the Welplan Auto Enrolment system Go to the Welplan website at www.welplan.co.uk Note there is Help available at the top of each page Click on Register as a new user Enter
More informationExtractive Sector Transparency Measures Act. NRCan eservices Portal User Guide
Extractive Sector Transparency Measures Act NRCan eservices Portal User Guide 2 Contents Introduction... 4 Accessing the eservices Portal with a Sign-in Partner... 5 Accessing the eservices Portal with
More informationOnline CDC service. HowTo guide for certifying organisations
Online CDC service HowTo guide for certifying organisations Disclaimer While every reasonable effort has been made to ensure that this document is correct at the time of printing, the State of NSW, its
More informationHow to use our Website to Submit Documents
How to use our Website to Submit Documents Training Manual for SMSF Trustees www.smsfsuperauditors.com.au SMSF Super Auditors - Woolloongabba Ph: 07 38997 9669 Contents Accessing the System... 3 Change
More informationPROMAS MANUAL FOR APPLICANTS
PROMAS MANUAL FOR APPLICANTS - Registration for Call for Proposals - Manage User Rights - Filling in Application Form - Submission of Application - View Grant Contract Version: 1.0. 1.8.2018 TABLE OF CONTENTS
More informationProvider Portal User Guide
Provider Portal User Guide Updated: January 1, 2019 Table of Contents Introduction... 1 How to Register for the Provider Portal... 3 Manage Your Profile... 5 User Administration... 8 Authorizations & Referrals...
More informationEchelon Portfolio Adviser User Guide
Contents 1 Introducing your new Echelon Portfolio site 3 2 Logging in to the Echelon Portfolio Platform 3 3 Your Home Page 4 4 Navigating the Website 5 5 Corporate Actions Entitlement Lists 6 6 6 Entitled
More informationREFERENCE GUIDE MAGELLAN HUB. Magellan Hub User Registration. Magellan Hub Login FOR THE USE OF MORTGAGE INTERMEDIARIES ONLY.
FOR THE USE OF MORTGAGE INTERMEDIARIES ONLY. REFERENCE GUIDE MAGELLAN HUB Magellan Hub User Registration To register for the Hub click here: https://registration.magellanhomeloans.co.uk to complete our
More informationREGISTERING FOR THE ONLINE SERVICE IF YOU HAVE A GOVERNMENT GATEWAY ACCOUNT. Chartered Surveyors & Property Auditors
REGISTERING FOR THE ONLINE SERVICE IF YOU HAVE A GOVERNMENT GATEWAY ACCOUNT Registering for the Online Service (With a Government Gateway Account) This document is designed to guide you through the steps
More informationHow to Complete a PCR
How to Complete a PCR Information you will need In order to complete your Project Completion Report (PCR), you will need to know the following: Actual Project Outcomes Achieved How these Outcomes have
More information