Life Online Advice Tool

Introduction & Disclosure

*Required:

• *Disclosure - "Save to File" for the page to turn green.

**Note: 

• The Introduction can be changed or personalised on a per business basis

• The Disclosure can be changed or personalised on a per user basis

• The Email Client pop up under Disclosure can be changed or personalised on a per user basis

Scope of Service

**Note: 

• The Email Client pop up under Authority to Proceed can be changed or personalised on a per business basis

• The Client Acceptance wording within the Authority to Proceed PDF can be changed or personalised on a per business basis

Final Structure

**Note: 

• The Email Client pop up under Final Structure can be changed or personalised on a per business basis

Final Structure - Change of Provider

How to document the process if there is a change of provider due to underwriting terms.

• EG. Recommendation is for Provider A, following underwriting, better terms are offered through Provider B so the recommendation is to go with Provider B.

In this instance, a new SAA needs to be written based on the new provider. The original SAA can be duplicated and then reasoning provided for the new provider. 

The note section in the Scope of Service can be updated to read:

This Statement of Advice follows on from my original recommendation on dd/mm/yyyy.  

Due to the terms offered during underwriting, I have reviewed the other providers and updated my recommendation so that you can get the best possible terms.

Notes & Activities

Emailing out of the Advice Process