Log in to the system from the Logon page.
Click clients.
The Welcome screen will be displayed.
From the main menu on top, click Products.
The Product Selection screen will be displayed.
Click INVESTMENT.
The Selection screen will be displayed.
Select the required product by clicking the hyperlinked code in the Code column.
Note:
To view more products, click Next. To find a specific product, insert the code (in full or partly) and click SEARCH.
The selected product will be displayed.
A sub-menu will be displayed on the left.
To view existing members, select Policyholder List on the sub-menu on the left.
The Member Investments screen will be displayed.
The following Policyholder details will be displayed:
- Surname
- Initials
- Reference Number
- Date of Birth
- Start Date
- End Date
You can search for specific policyholders by selecting any of the following criteria or a combination thereof:
- Pay Centre
- Surname
- Initials
- Reference Number
For more information, refer to Searching for Records under Reports
Click on the hyperlinked name in the Surname column. The selected policyholder will be displayed on the Policyholder Details screen.
