This guide is the definitive source of how this system is to be used.
- Create Newsletter
- Add Picture
- Add a Link to Document, Webpage or Other Website
- Create Mailchimp
- Add New Member
- Add Adviser Business Principal
- Add New Member’s Insurances
- Add Categories for Attached Files
- Add Contacts for Newsletter
- Adviser Business Website billing (MDS Code in AMP Commissions)
- Annually - ANC Subs (Company Subscriptions) Annual Renewal unfinished need to check timings/dates
- Annually - IPP (Income Protection Insurance) Annual Renewal
- Annually - LA (Living Assurance) Annual Renewal
- Annually - PIZ (Professional Indemnity Insurance) Annual Renewal unfinished need to check timings/ dates
- Annually - Pay Aon (currently no Database interaction)
- Annually - VTI & TPD (Life and Trauma & Personal Disability Insurance) Annual Renewal
- Attach Document for Member
- Attach Document for Organisation
- Certus Trust Donation - Individual
- Certus Trust Donation - Organisation
- Change Existing Member’s Insurances
- Change Member’s Password
- Continuation Option
- Insurance Is paid by a Third Party
- Mail Merge
- Member Moving between AMP Adviser Businesses
- Member Resignation, Retirement or Termination (exiting/leaving Wealthpoint)
- Monthly - ANC Subs (Company Subscriptions) Monthly Rollover
- Monthly - NZRT Monthly Rollover
- Monthly - PI Monthly Rollover
- Monthly - Pay Sovereign & Monthly Rollover
- New Member Doesn’t Go on AMP Course
- New Member Goes On AMP Course
- Semi-Monthly - Commissions Settlement
- Semi-Monthly - Insurance Reports
- Set Up New Adviser Course
- Three Yearly - Sovereign Premiums Increase
- Trouble Shooting - Can’t find Member under “Back Office” and then “Members/People”
- View Adviser Contact Details
- View Contacts for Newsletter
- View or Download List of Adviser Business Principals
