LOGIN
KEY FEATURES
Secure Login- requires your pre-assigned username, your chosen password and three digits from your unique pin. Both the password and pin are created at the registration stage.
We recommend that you do not save or store your password or pin.
Once logged-in, you will be brought to the Advisor Login Website Homepage.
Unique password
and pin number
ensures enhanced
security
Click here
to login
Press to reveal
characters typed
STEP 1
STEP 2
HOMEPAGE
This page contains a similar layout to our main website homepage which is designed to ensure ease of navigation, however our new advisor homepage also contains some added features.
KEY FEATURES
Details on upcoming BCP events for your diary.
Full details on all BCP Products and Contracts, including documents which are not currently available outside of the Advisor Login Website.
Several quick links to the client data section of the website, this includes links to specific areas of information and also to the client management dashboard.
Contains quick links to key contacts and client information.
Client
Dashboard-links to
your BCP
Clients’
Details
Details
on upcoming
BCP Events
Contact
Details
Quick links to key
client information
areas and business
opportunities
CLIENT DASHBOARD
KEY FEATURES
Contains key overview data on all new bonds in which you have clients, upcoming maturities and previously maturing bonds.
This provides you with a full business planning tool. By clicking the ‘View’ button for any bond, you will be able to access a more detailed view on your overall totals within that bond and your individual clients who are investing in the bond.
KEY FEATURES
Provides details on a bond by bond basis of the number of clients you have investing and includes bookings, part processed cases and completed investments.
This tool will help ensure all clients (both new business and reinvestments) are completed before the closing dates. By clicking the ‘View’ button for any bond, you can access a more detailed view on your overall totals within that particular bond and also identify the individual clients and the current status of their application.
Summary view means you can quickly identify the total bookings per bond and the total funds received.
KEY FEATURES
Provides full details on upcoming maturities, which allows for forward business planning and client meetings.
It reflects bonds in which you have maturing clients to ensure the information is specific and relevant to you.
Clicking ‘View’ will bring you to a more detailed breakdown of your clients who are maturing in the bond.
KEY FEATURES
Provides access to all matured bonds in which you have had clients maturing.
Summary view shows number of matured clients, total maturity value and the total not allocated- which is a new business opportunity for you.
By clicking ‘View’ it will allow you to access the same level of maturity information as you would see in the Maturing Bonds section.
NEW BUSINESS
PIPELINES
KEY FEATURES
Contains details on all your individual clients’ investments in the relevant bond including quick links to their booking through either the booking number or Client Investment Details.
Allows you to view the total number of clients held in a bond along with total bookings and funds actually received.
Multiple filters for client data available.
Source of
business included
Allows advisor to add notes to client bookings
screens. Only the advisor can see these notes
Key note for brokers
NEW BUSINESS
CLIENT PROPOSAL
KEY FEATURES
Clicking into a specific account will allow you to: View even more details on individual clients’ investments.
View a section indicating whether the investment is ‘broker complete’ or if further action is required. View notes on whether there are outstanding items. Use an ‘advisor notes’ feature, allowing you to add in notes to each individual investment which only you can view.
MATURING BONDS
KEY FEATURES
Contains details on all your individual clients’ investments in the relevant bond including quick links to their booking through either the booking number or Client Investment Details.
Allows you to view the total number of clients held in a bond along with total bookings and funds actually received.
Multiple filters for client data available.
Information available to you in advance of the maturity to allow you to forward business plan.
New business
opportunity
Shows breakdown
of where funds
went at maturity
Key details on
correspondence
MATURED BONDS
KEY FEATURES
Provides updated information on whether instruction has been received from your client.
Provides you with details of investments or date returned to client.
Provides details on funds
returned to client
Provides details on bonds
CLIENT SEARCH
KEY FEATURES
When entering the client search area, you will note that there are multiple search options available to you.
Depending on your chosen search method the system will identify the relevant matches and you can click on full details to enter into the client account.
CLIENT DETAILS
DEMONSTRATION
KEY FEATURES
The client information available is broken down into several headings all of which are identified through a tab at the top of the page. The client account section allows you to access current valuations and transaction information along with acting as a quick link to any new business pipelines and maturity information specific to that client.
Quick link to business
planning tools specific
to the individual client
Full information on the
client’s investments
CLIENT DETAILS
DEMONSTRATION
KEY FEATURES
Access all information about your clients’ current investments
Access transactions on your clients’ investments
