When the Policyholder List option is selected from the sub-menu on the left, the Member List screen will be displayed.
When the policyholder is selected via the hyperlink in the Surname column, the Policyholder Details screen is displayed. For more details refer to Policyholder List above.
Additional menu options will also be displayed in a new sub-menu on the left.
This sub-menu displays the following options for selection:
- Selection
- Policyholder List
- New Policyholder Details
- Investment Details
- Assurance Details
- Premium History
- Tax Certificates
- Bank Account
- Payment Request
- Regular Payment
- Payment Details
- Contact Details
- Beneficiaries
- Documents
- Investment Allocation
- Switch History
- Investment Balances
Note:
The system will only display those menu options that are applicable to the particular Product selected.