Online Service Centre Training Videos
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.
We've put together a range of training video's to guide you through the switching and dealing processes.
This video explains how to perform a single switch on a Quantum policy.
Introduction to Online Dealing
This video explains how to get started with our online dealing service.
Online Dealing - Individual Buys and Sells
This video explains how to start buying and selling individual assets held by a policy.
Online Dealing - FX Transactions
This video explains how to perform foreign exchange transactions.
Online Dealing - Linked trades
This video explains how to create a number of sales where you require the resulting proceeds to make onward purchases. The buys you instruct will be percentage led.