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e-Suitability Support
Any support relating to installation, program updates, or technical issues for Amber Lite should be directed to The Exchange on 08450 531111 or e-mail customer.care@exchange.co.uk. For Adviser Office contact 1st Software Support on 08450 683000 or email support@1stsoftware.com Any queries relating to the data content should be emailed to Avail esuitability@avail.uk.net
| Avail Data Library October 09 | PDF (26kb) | Download | | Avail Update History October 09 | PDF (24kb) | Download | | e-Suitability User Manual V30 - Adviser Office | PDF (209kb) | Download | | e-Suitability User Manual V30 - Amber Lite | PDF (247kb) | Download |
How do I produce an Unsecured Income Recommendation or comprehensive retirement report?
First, Select the Letter Type applicable, and also the method of risk profiling. Then, in the Recommendations screen, Add Need, the select the need area Options at Retirement, then select the sub need such as Arranging a Secure Income or Arranging a Flexible Income. You will note that USP reviews can also be documented here. You can then go to Add Plan Advised and select the appropriate type of plan such as Unsecured Income Plan. [Back to Top]
How do I construct a basic annuity recommendation without using the options at retirement report?
First, Select the Letter Type applicable, and also the method of risk profiling. Then, in the Recommendations screen, Add Need, the select the need area Retirement Planning, and the sub need Pension Taking at Retirement. You can then go to Add Plan Advised and select the plan Annuity. This will provide all available annuity options and justification. [Back to Top]
How do I create a report including Trust recommendations?
This can be done in various ways. If your report specifically covers the setting up of a new trust, or explaining the details of a trust already established, you should start your report with the letter type Trust Report. This will provide reasons behind the establishment of the trust including the objectives of the trust. To then make a specific trust recommendation, you should go into the recommendations screen, Add Need then select Trusts. You can select a sub need of existing trust recommendation or establishment of a new trust. After this, the Add Plan Advised screen will provide the choice of the trust recommended. Your Suitability Report will how provide all the justification surrounding the establishment of a trust. Once you have added the trust information, you will need to add an additional need in the recommendations screen for any investment plan recommended within the trust arrangement.
If your Suitability report includes multiple areas, you may wish to start your letter with the letter type Personal Full Advice and add trust information from the recommendation screen only. This will produce a letter not specifically focusing on establishment of a trust. [Back to Top]
How do I produce a Wrap Recommendation?
First, Select the Letter Type applicable, and also the method of risk profiling. This report is designed to be a stand alone document explaining why a Wrap service may be in the client's best interests, and can be used without a specific product recommendation. If this is the case, then do not complete the Recommendations screen, simply open the Report Writer to finalise the report. If you have recommended specific products for use in the Wrap Account, then you would use the recommendations screen to Add Need, and Add Plan Advised accordingly. [Back to Top]
How do I produce a Recommendation for multiple investment products?
If you are using a service such as CoFunds or Fidelity Funds Network, then use the product Multi Investment Platform. This product allows the justification of different collectives within one plan, such as Unit Trusts, ISA’s and Direct Share Holdings. It will also provide justification for a Discretionary Management Service.
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How do I use the Business Protection Report?
When in the Recommendations Screen, select the need area Business Protection, then the sub need either Companies or Partnerships and Sole Traders. Then click Add Plan Advised and select from the list. Remember to tick the box “Has Plan Been Actioned”. If in addition to a this recommendation, you are also recommending a product such as Term Assurance, then you should add another need - Protection, and Sub Need such as Life Assurance for Business Protection. Then, add the recommended product for business protection by using Add Plan Advised.
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How do I review existing funds within a plan?
Firstly, ensure that you have selected the appropriate Risk Profiling Methodology. Then, in the Recommendations screen, select the need area Investment Fund Review, and the Sub Need will allow you to select whether funds have been reviewed and remain unaltered, or whether Pension or Investment funds have been reviewed and altered. In the Add Plan Advised, select again the course of action appropriate.
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