Hello.
In this video we're going to explain how to complete
a new [RL360°] Quantum application on your tablet.
If you haven't used the app for a while,
click on "check for updates" here
before starting a new application.
Now you're ready to create a new Quantum application.
Click "start new".
Here you'll be asked to select a product.
Then choose whether the policy is going to be
structured as either a "life contract" or
a "capital redemption policy".
Now select the applicant type - currently you can
only use the RL360° app for personal applicants.
Finally allocate a label or
file name for this application.
This label is purely for you to identify this
particular application. Click "Continue" to
move to the next step.
The first thing you'll notice is it looks very familiar
as it mirrors both our printed and
desktop application forms.
The first step is completing the details of
the first applicant. You can then continue to
complete the whole application from
start to finish or you can populate certain
fields and come back and finish the application later.
To save part completed applications you must have
filled in the first applicant's title, sex,
their first and last name, and their date of birth.
At this point we could save the
application via the menu here.
This application would then appear in the "My Application Menu",
ready for you to continue it at a later date.
But we're going to continue now and fill in the various sections.
It's worth noting that at least
one of the applicants must be
signed up to the RL360° Online Service Centre
as all communications with your
client will be through the Online Service Centre.
Once an online application is accepted and issued
by us, all the policy documents will be
available to both you
and your client under the "Important Documents"
tab within "Policy Servicing".
The next tab along is the correspondent details.
We actually default this to the residential
address of the first applicant,
but you can enter a different address if required.
If there are joint applicants, add the second applicant here.
If the address for Applicant 2 is the same as for Applicant 1,
use our time saving copy function to automatically
duplicate the details. And, if you've
added a second applicant by accident
simply delete the second applicant here.
Section 2 captures life assured details.
Again, use our handy copy function if any
of the lives assured are the same as the applicants.
For this example we're going to assume
there's only one life assured.
We've now moved on to Section 3,
which is all about premiums and payments.
In this section there is a great example
of how the apps smart validation
function can help you fill out the
application form correctly first time.
So when you choose the premium details the
minimum premium for that particular
selection is displayed here.
The requested start date allows you to
choose the policy commencement date.
Our smart validation will only show payment
methods that are available for the
premium options you have selected above.
We're going to choose credit card for this video.
The collection day allows you
to select which day of the month your
client wants to pay their premiums on.
You can enter the CVV number and the
credit card details will automatically
pre-authorized when you upload the application.
If you do not upload the application within 5 days
the CVV number will be removed
and you will need to enter it again.
You'll also notice that
as soon as we save this section the card
and the CVV numbers are masked out for
security reasons.
The "proceeds" tab allows
you to choose which bank account any
proceeds of the policy will be paid into
when the policy matures.
If you do not wish to select a bank account at this time
you do not have to, but this may delay
payments from the policy.
Section 4 is where you select which funds you want to
invest into. You can select and filter by
ISON, fund manager, currency and sector.
Just choose the asset, add in the
percentage of premium to be invested
into that fund, then add it to the list.
The percentages of all the selected
funds must always add up to one hundred percent -
and of course our validation system
makes sure this happens.
Section 5 is where you add the clients
source of wealth details.
The app has the flexibility
to add as many sources of wealth
as you need to help us understand affordability.
As an absolute minimum, you must complete
the "annual salary and bonuses" section.
In Section 6 you can add
any further details about source of
wealth and affordability or any other
notes you may have regarding the policy.
Section 7, the financial advisor details
will automatically pre-populate based on
your Online Services username.
The only two fields you'll still need to complete
are the name of your authorising body and
your regulatory number, if you have one.
If you have the relevant permissions,
you will also see an option to be appointed
as the investment advisor on the policy.
Check the box here.
Section 8 is for the declaration.
It also contains a question
about politically exposed persons.
If anyone associated with this policy is a
politically exposed person, you must
declare it here.
Moving to the declaration, if all the sections are
complete and have green ticks,
then your client will now be able to read the
declaration and sign on screen at the bottom.
If you choose the "investment adviser"
option in Section 7, then two new tabs will appear.
The first is the investment adviser appointment
where the client can sign again on screen to
appoint you as the investment adviser.
The second is the "investment adviser acceptance" section.
Here you sign to agree to be the
investment adviser for that client.
Section 9 is where you need to
provide all the documentation and
illustration evidence required by us to
accept this [RL360°] Quantum policy.
In order for you to capture this evidence and certify
it on screen you must be set up with us as
a Suitable Certifier.
Join us for our next video where we'll show you how to
capture supporting evidence and include
it with your application.
Thanks for watching.
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