Bline Answers
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Activity overview
Latest activity by Bline Answers-
Bline Answers created an article,
MyQuotes Webinar
The new MyQuotes system is live and our latest webinar gives you a thorough insight into all the available features.
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Bline Answers created an article,
Including a Statement of Suitability in your reports
we have now introduced a feature where you can include a very simple statement of suitability when generating your reports. The below steps will guide you through this process.
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Bline Answers created an article,
How do I use the commission capture feature?
Commission capture is available on all Pension and Savings and Investment plans. We have removed long lists of profiles and you now simply need to input the commission terms you would like to quote...
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Bline Answers created an article,
Nominated Fund and Monetary Withdrawal
When quoting for an A(M)RF you now have the option to quote for your regular withdrawal by monetary amount or percentage. You also have the option to nominate certain funds for your withdrawal, if ...
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Bline Answers created an article,
How do I include a Key Information Document (KID) in my report?
When you are in the MyQuotes report wizard you now have the option to include your Key Information Document (KID) in your client pack. This option is only available on PRIIPS products. The KID gene...
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Bline Answers created an article,
Adding a Total Expected Payment (TEP)
When a client is setting up an AMRF and/or an ARF the total investment amount affects the allocation. Often this total amount is coming from a number of different sources. Adding a Total Expected P...
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Bline Answers created an article,
Selecting Your Commission (Wealth)
The below video shows you how to use the commission capture feature when quoting for Wealth Products.
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Bline Answers created an article,
Results Screen (Pension)
This video will talk you through the differences between the Pensions results screen and the results screen you encounter when quoting for other products.
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Bline Answers created an article,
Quoting by Target Pension
This video shows you how to use the MyQuotes system to quote for a set Pension amount on retirement.
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Bline Answers created an article,
Nominated Fund and Monetary Withdrawals
When running quotes on plans which have a Regular Withdrawal Option you can include the withdrawal as a monetary amount or a percentage of the fund. You can also nominate a fund for your withdrawal...