Client View

: Yes, you'll find it by using the 'Overview' tab under 'Policy details'.
: Yes, you'll find it by using the 'Overview' tab under 'Policy details'.
: Yes, you'll find it by using the 'Overview' tab under 'Policy details'.
: Yes, you'll find it by using the 'Overview' tab under 'Funds for ARF', and under 'Policy details for Personal Pensions, PRSAs, Executive Pensions, Buy Out Bonds, Investment Bonds and Regular Invests'.
: Yes, you'll find it by using the 'Overview' tab under 'Funds for ARF', and under 'Policy details for Personal Pensions, PRSAs, Executive Pensions, Buy Out Bonds, Investment Bonds and Regular Invests'.
: Yes, you'll find it by using the 'Overview' tab under ‘Policy details’.
: Yes, you'll find it by using the 'Overview' tab under ‘Policy details’.
: Yes, you'll find it by using the 'Overview' tab under ‘Funds’.
: Yes, you'll find it by using the 'Overview' tab under 'Funds'.
: Yes, you'll find it by using the 'Overview' tab under 'Funds'.
: Yes, you'll find it by using the 'Overview' tab under 'Funds'.
: Yes, you'll find it by using the 'Overview' tab under 'Funds'.
: Yes, you'll find it by using the 'Overview' tab under 'Funds'.
: Yes, you'll find links to factsheets on the 'Overview' tab under 'Funds'.
: Yes, you'll find it under the 'Transactions' tab. Open the dropdown menu and select 'All Transactions' then 'Withdrawal'.
: You can see pension adjustment orders on personal pensions, PRSAs, executive pensions and buy out bonds on the 'Overview' tab under 'Policy Details'.
: You can see retirement dates on personal pensions, executive pensions and buy out bonds on the 'Overview' tab under Policy Details'.
: Yes, you can check exit tax for investment bonds and regular savers on the 'Overview' tab under 'Policy Details'.
: Yes, you can view lives assured for investment bonds and regular savers on the 'Overview' tab under 'Policy Details'.
: Yes, you can check trust status for investment bonds and regular savers on the 'Overview' tab under 'Policy Details'.
: Yes, you can check ownership of investment bonds and regular savers on the 'Overview' tab under 'Policy Details'.
: Yes, you can now access recent annual, ad hoc and transaction statements online. You’ll find them under the 'Documents' tab. They’ll remain live for three years, so if you want them for your records, download them before they expire. A notification icon will alert you to any new or expiring documents that need your attention.
: Yes, on the 'Transactions' tab, open the 'All Transactions' drop down menu and select the item you're looking for.

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