The Attachment Request is used to submit one or more attachments in the format of PDF, Word,
and Excel etc. to one or more Product Providers.
The types of requests you can submit using this process are:
• Additional Agency – Request for one or more Additional Agencies to be set up with multiple
Product Providers were a master agency code is already held by the firm
• Agency Closure – Request for one or more agencies to be discontinued (closed to new
business) for one or more individuals (usually Advisers) that have left the firm
• Change of Membership - Request to ensure one or more Product Providers are kept up to
date with any changes in Service Provider and Panel relationships for your firm that can
have an effect on your commission payments
• Change of Details - Request to inform one or more Product Providers to apply
one or more Change of Details to their current Agency records
• Transfer of Business – Request to inform one or more Product Providers of Transfers and
Novations of business
• Other - Request to inform one or more Product Providers of further information or
documentation from a previously submitted attachment request
Request Item Overview
This section describes the data that needs to be entered for each Request Item in an Attachment
Request.
Create Attachment Request Section
This section captures the subject, request type, number of declared items, contact details and
additional request notes.
Request Summary Section
This section captures the Request Details, Initiator Request Attachments and Product Providers,
you have to click on each header below to expand the sections.
Request Details: This is a summary of the information recorded on the beginning of the
Attachment request section.
Initiator Request Attachments: The section to upload/attach individual or multiple documents
which relate directly to the request you are submitting to one or more Product Providers.
Attachment Request Summary Section
This section reviews the data which was submitted to the Product Providers on the previous
screens.
Request Details: Summary of the information recorded on the initial Attachment request section.
Initiator Request Attachments: Summary of the attached documentation which relates directly to
the request which was submitted to the Product Providers.
Provider Response Attachments: The data in this field will illustrate the response of the Product
Provider(s). The three responses are:
Accepted - If Product Provider(s) accept all attached documents and actions your request, the
status of the request will change from ‘Outstanding’ to ‘Attachment All Accepted’ and will be
highlighted in green.
Partial Rejected - If Product Provider(s) accept partial attached documents the status of the
request will change from ‘Outstanding’ to ‘AR Partial Rejected’ and will be highlighted in amber.
Rejected - If Product Provider(s) reject all attached documents the status of the request will change
from ‘Outstanding’ to ‘Rejected’ and will be highlighted in red.
If you double-click on the status box to view the product provider response you will be taken to the
following screen: