Client View

It's now easier to find the information you need

• View and export your full list of clients and filter by product type, fund and more
• See AMC's on funds related to Synergy* policies. This will reflect rebate where relevant
• See values and charges, e.g. current value, surrender value, transfer value, early encashment charges, exit tax on Synergy* policies

Be notified of upcoming retirements

• Spot potential opportunities to contact your customers

View Initial Commission chosen

• Gross and Net Allocation applied on each increment
• Current Fund Based Renewal Commission (FBRC)
• See Commission information on Synergy* policies at every step

^{*Synergy policies beginning A,B,EP,P,R}