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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.

Introduction to online switching and dealing

Let's begin with a question. Can your current product provider offer you an online switching service for its guided-architecture range, coupled with an online dealing service for its open-architecture policies? RL360° can.


We've built these services to support not only the products we currently sell, but everything we've ever sold. So no matter what policy your client has, you'll be able to perform transactions online.


What can you expect from online dealing?

A full history of transactions across all the policies you have dealing rights for. Not just a history of your online trades. Your dealing home screen will give you an overview of all the transactions currently in progress, completed transactions and completed foreign exchanges (FXs). We'll also keep you updated on transaction progress with notifications to your online mailbox, and prompts to log in via your registered email address.


From your dealing home screen you will be able to select a policy and perform a number of different transaction types. Click on the transaction types below for more information.


1. Individual buying and selling of assets

As simple as the title suggests. You can buy and sell assets on an individual basis for each policy:

  • Select a policy to work with
  • Choose an existing asset or search for a new one
  • Tell us how much you want to buy or sell
  • We'll validate the trade (acceptability, minimum amounts etc)
  • Add 1 or more deals to your trading "stack" and confirm them via a single PIN entry


2. FXs

If your client’s cash account is low on funds and you need to increase the balance prior to an asset purchase, or to help fund a withdrawal, you can use the FX functionality:

  • Select a policy to work with
  • Choose a currency you want to buy
  • We'll tell you how much of that currency you can buy using other currencies
  • You tell us the amount you want to buy using other currencies
  • Add the FXs to your "stack" and confirm them via a single PIN entry


3. Linked trades

This is a way of automating a number of sales where you require the resulting proceeds to make onward purchases:

  • Select a policy to work with
  • Choose the assets you want to sell and tell us how much you want to sell
  • Then search for the assets you want to buy and tell us the percentage of the sale proceeds you want to use to buy the new assets
  • With all the sales and purchases added to your "stack", confirm them via a single PIN entry
  • We'll automatically take care of any complex FXs required in between




What can you expect from online switching?

An easy 4 step process to help you rebalance existing holdings, switch holdings from one set of funds to another and redirect future regular premiums. Naturally, in addition to this, you can view previous and ongoing switch instructions via the switch history page. And once again we'll keep you updated with notifications sent to your online mailbox.


How can you take advantage of these services?

Getting started will require you to fill in some forms. Yes we know, how boring, but don't worry we've put together our "Get started" page which makes it a doddle to work out what you need to sign.

Buy, sell & switch online

New business

Legacy

Switching

Dealing

Switching

Dealing

  • Choice
  • Select

This is just a short list of policies you might be familiar with, but you can buy, sell or switch assets held by any of our policies online.