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Welcome to RL360°'s

dedicated financial adviser website

For financial advisers only

Not to be distributed to, or relied on by, retail clients

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Good things come to those who click

Online switching and dealing across all of your clients policies, both new and old, has arrived. It is the fastest, most reliable and secure method to change your clients asset mix. Once you have logged onto our Online Service Centre, performing trades is only a click or two away.

How to start switching and dealing online

Depending on whether you currently have access to our online service centre, and then depending on the type of user you are, there will be a few forms that we need you to complete.


Simply click on the title below that best describes your current access and policy relationship, and we'll tell you what you need to do:


We have terms of business with RL360° but no access to the online service centre

The first thing you will need to do is set up a 'Master Account' structure for your advisory firm. After that you can start creating new users and give them certain rights and access to policy information.


  • Step 1. Download, complete and sign the Master Account Holder Agreement. This details the Terms and Conditions of the service which your company must accept. It must be signed by someone who is authorised to do so on behalf of your company.
  • Step 2. Download, complete and sign the OSC Account Creation and User Registration form. This is used to create your first Master User. This person effectively has administrative control and allows them to add, remove users etc. It must be signed by the person who will be the Master User and also by an Authorised Signatory for your company.
  • Step 3. Download, complete and sign the Switching and Dealing User Rights Assignment form. This explains the additional Terms and Conditions of using the online switching and dealing service. It must be signed by the person who will be performing switches and deals, and it must also be signed by an Authorised Signatory for your company.
  • Step 4. Having completed all of the above, your company must be the appointed Investment Adviser to a specific policy. If this isn't the case, you and your client will need to sign an Investment Adviser Appointment form (Regular Premium / Single Premium versions). Once everything has been put in place, online switching and dealing will then be available to use.


My colleagues have access to the online service centre but I don't

If your colleagues have access, then it is likely your company already has a Master Account in place. You will need to speak to the person who administers the account for your company. They will be able to set you up as a new user, and assign policies to you.


  • Step 1. Speak to your company's administrator and get set up as a new user.
  • Step 2. Download, complete and sign the Switching and Dealing User Rights Assignment form. This explains the additional Terms and Conditions of using the online switching and dealing service. It must be signed by the person who will be performing switches and deals, and it must also be signed by an Authorised Signatory for your company.
  • Step 3. Having completed the above, your company must be the appointed Investment Adviser to a specific policy. If this isn't the case, you and your client will need to sign an Investment Adviser Appointment form (Regular Premium / Single Premium versions). Once everything has been put in place, online switching and dealing will then be available to use.


My company has a Master Account structure in place and I am a user

Great. You are already benefiting from our award winning online service centre. Now you just need to get set up for online switching and dealing.


  • Step 1. Download, complete and sign the Switching and Dealing User Rights Assignment form. This explains the additional Terms and Conditions of using the online switching and dealing service. It must be signed by the person who will be performing switches and deals, and it must also be signed by an Authorised Signatory for your company.
  • Step 2. Having completed the above, your company must be the appointed Investment Adviser to a specific policy. If this isn't the case, you and your client will need to sign an Investment Adviser Appointment form (Regular Premium / Single Premium versions). Once everything has been put in place, online switching and dealing will then be available to use.


My company has online access and act as an investment adviser, but want to deal online

Simple. As you are already acting as an Investment Adviser to 1 or more policies and have online access, we'll just need one form completing.


  • Download, complete and sign the Switching and Dealing User Rights Assignment form. This explains the additional Terms and Conditions of using the online switching and dealing service. It must be signed by the person who will be performing switches and deals, and it must also be signed by an Authorised Signatory for your company.


Guided-architecture


Switching

  • No need for outdated, hard to read faxes
  • Switch current holdings into new funds
  • Redirect premiums into different funds
  • Rebalance existing holdings
  • Full history of switches

Open-architecture


Dealing

  • No need for outdated, hard to read faxes
  • Thousands of funds, equities and fixed interest assets available
  • Individual buying and selling
  • Percentage led purchases using linked trades
  • FX online into numerous currencies