Alasdair Miller
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Activity overview
Latest activity by Alasdair Miller-
Alasdair Miller created an article,
Attachment Request
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...
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Alasdair Miller created an article,
Change of Firm Details
Firm Request Item Overview This section describes the data that needs to be entered for each Request Item in a Change of Details Request, from the ‘select change details’ box you can change details...
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Alasdair Miller created an article,
Change of Individual Details
The Change of Details Request is used to submit a single request to one or more Product Providers to apply one or more Change of Details to their current Agency records for either an individual or ...
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Alasdair Miller created an article,
Change of Membership
The Change of Membership Request is used to ensure that 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 y...
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Alasdair Miller created an article,
Agency Closures
The Agency Closures Request is used to alert one or more Product Providers of any individuals (usually Advisers) that have left and request that their Agency Codes are discontinued (closed to new b...
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Alasdair Miller created an article,
Additional Agencies
The Additional Agencies Request is used to submit a single request to one or more Product Providers to set up one or more Additional Agencies for your Firm. It is assumed that your Firm already has...
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Alasdair Miller created an article,
Management Information
You can access the Management Information section by clicking administration on the left of the home page, then clicking "management information". To begin the process of producing the MI extract...
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Alasdair Miller created an article,
User Management
Only an Administrator User has access to the User Management screens of Agency Administration. Other Users will not have access to this function. There are two ways of accessing the User Management...
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Alasdair Miller created an article,
Searching for and Printing Requests
In addition to using the Requests in Progress and Requests Completed tables on your Home Page, Agency Administration also provides a flexible Search facility. Click Manage Requests then Search & Vi...
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Alasdair Miller created an article,
Authorised Signatories
An Authorised Signatory User has Permission to electronically authorise the submission of higher security Requests to Product Providers (Change of Bank Account). Any User can apply to be an Authori...