Welcome & Introduction
- Housekeeping
- Objectives
- Expected outcomes
- Structured CPD

Agenda to Include: -

How to check “my set up” to help ensure no failures including: -
- How to see which providers and plans are supported (and not supported)
- What are the Valuation options on intelliflo office?
- Generating Valuations - Methods and good practices
- Reporting & Benefits

VALUATION TYPES IN ALPHA ORDER
a. Bulk Valuations
b. Contract Enquiry
c. Using Underlying Fund Values
d. Add manually

What are the good practices at point of new plan status moves to “In force" - to ensure Client Review MiFID II requirements-: 

a. Add Task for the Next Review (See Client Review & Tasks Training for detailed good practices and how to options)

b. Once Valuation has been obtained - Schedule live valuations – helping with client review/servicing process

c. What are “Unscheduled” valuations

REPORTS

a. Portfolio Report for Client 
b. Funds under Management reports at Client and your Company Global View
c. Electronic Valuations Success & Failure Report & Benefits
d. Plan Failure Report

- Good practices, time saving hints & tips along the way
- Questions and Answers
- Feedback and Claiming your Structured CPD
- Thank you for attending & Close

Updated 19.10. 21

You will receive your Certificate of attendance after the event. Please do not forget to claim your Structured CPD on all IO Training attended in the normal way.

As a refresh, the Objectives and expected Outcomes for all our Public IO Online Bitesize ™ are available on the link below:-
https://informedtraining.co.uk/intelligent-office-io-live-interactive-remote-training/

© Informed Training 2017 - 2021. All rights reserved 2021
Our Terms of Service - https://informedtraining.co.uk/wp-content/uploads/2021/02/IT-Terms-of-Service-25.2.21.pdf