REGISTRATIONS NOW CLOSED - Advisers-intelliflo users-help to process your new plans & complete io related compliance rules

Description

Welcome & Introduction
- Housekeeping
- High level Objective - Helping you to move your plans through the transitions as smoothly and quickly as possible to get your Plan “In Force”

Agenda to Include: -
- High Level refresh of the "Advice types" (Life Cycles) - when adding a New Business Plan
- Examples of transitions
- Key data & where to place the information required to satisfy the rules
- Where to find my plans which have gone to "compliance" for checking
- How to continue completing additional requirements set to continue moving plan through the process to "in force"
- Automated tasks and how to complete them
- Adding notes to the task - why and benefits
- Good practices, hints and tips along the way
- Q&A from the attendees
- Thank you for attending
- Feedback and Claiming your Structured CPD
- Close

If you missed the objectives and expected outcomes for all our Public IO Online Bitesize ™ Training, they can be found here - copy and paste the url below into a new browser tab to view:-
https://informedtraining.co.uk/intelligent-office-io-live-interactive-remote-training/

Please look out for your Certificate of attendance which goes out automatically after your GoToTraining attendance, as all sessions qualify for Structured CPD

Updated 3.6.21
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Date and Time
No. Start Date End Date
1 Tue, Jul 06, 2021 9:30 AM BST Tue, Jul 06, 2021 10:30 AM BST

Price: £35.00Training Ended