This guide provides key information on how to Switch / Rebalance an Account on the Portal.
On accessing the Portal you will be taken to the Dashboard screen below.
For Users with no linked Investor or Account details (e.g. Admin staff) the Dashboard will show as below.
Now select the Main Menu icon at the top of the screen.
From the ribbon shown select the Investors menu.
Then either Dashboard/Manage or Investor Accounts.
Dashboard/Manage allows you to search for any Investor on the Portal whether they have any in-force Accounts or not. Selecting the Investor will take you to their Global Overview.
Investor Accounts allows you to search for an individual Account. The Account must be in-force to be visible here. Select the Globe button on the right to access the Investor’s Global Overview.
To begin the Amendment process first locate the required Account on the right of the screen and click on the All Account Actions cog in the bottom right of this tile.
The All Account Actions menu will now expand as shown. Select Portfolio Switch/Rebalance to amend this Account through the completion of the following steps.
The Current Model details are shown here. Select the action to be performed on the Account.
We can select Continue to Portfolio Effect to let us look at the related trades and, for GIA only, the CGT Effect of the Switch or Rebalance.
If Continue to Portfolio Effect is selected then the Estimated Portfolio Effect screen lets us view the related trades for the amendment. This detail can also be printed here if required.
GIA only - Continue by selecting CGT Effect to show potential Capital Gains Tax information for the GIA as shown.
An option to download this data to PDF is available here.
The next Step can now be selected if we are happy to proceed.
Check the box to confirm any Declarations as shown.
The Amendment and Illustration PDF’s are now available to capture, print or view. The Amendment can then be saved for later completion or click on Confirm Amendment to complete.
Confirmation of the amendment will be displayed and the updated details will show on the wrapper’s Account details screen.
If the amendment is saved for later completion then this will be flagged on the Investor Global View screen. The red box will indicate the number of amendments pending for an account.
Clicking on the amendment pending box will display details of the transactions awaiting completion.
Clicking on the amendment type displayed re-opens Step 1 of the process. The user can then move through each Step as detailed previously, completing, adding or amending where required.
Should the pending amendment no longer be required, clicking on the X will allow this to be deleted.
For Internal Use Only:
Business Owner Team: L&D Support
Business Owner Contact Details: L&DSupport@uk.sscinc.com/Keri.Binks@uk.sscinc.com
Note: All Knowledge Base updates are approved by the Business Owner.
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