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Introduction
Security
Infrastructure
Accounting
Investment
Product Launch Requirements
Products
    Annuity Fund
    Beneficiary Fund
       Overview (Beneficiary Product)
       Initial Setup (Beneficiary Product)
       Product and Scheme Selection (Beneficiary Product)
       Person List (Beneficiary Product)
       Member List
       New Investor Details (Beneficiary Product)
       Bulk Letters (Beneficiary Product)
       Investment Amount
       Initial Payment Request (Beneficiary Product)
       Trust Status
       Amend Beneficiary Allocations
       Regular Payment (Beneficiary Product)
       Bank Account (Beneficiary Product)
       Authorise (Beneficiary Product)
       Payment Request (Beneficiary Product)
       Proof of Existence Details (Beneficiary Product)
       Allocation Letters (Beneficiary Product)
       Beneficiary Statement
       Investment Allocation
       Rebalance Investment (Beneficiary Product)
       Switch History (Beneficiary Product)
       Investment Price History (Beneficiary Product)
       Documents (Beneficiary Product)
       Note (Beneficiary Product)
       Client Relationship (Beneficiary Product)
       Beneficiary Information (Beneficiary Product)
       Education Details (Beneficiary Product)
       Letter (Beneficiary Product)
       Initial Investments (Beneficiary Product)
       Termination (Beneficiary Product)
       Payment Run (Beneficiary Product)
       Expense Billing (Beneficiary Product)
       Data Take-on Process (Beneficiary Product)
    Credit Life
    Debit Order Umbrella Fund
    Endowment
    Investment
    Living Annuity
    Preservation Fund
    Retirement Annuity
    Retirement Fund
Clients
Processes
Annuity Payment Type Definition and Uses
Reports
System Reports
My Work
Auxiliary Activities
Archive
Supplements
Bank Interfaces
Client Specific
FAQ