[00:00:10] In this short video, we'll show you how easy it is to quote and apply for a new client. As we tailor your experience based on you and your client's circumstances, what you see may be different to what we show here. From your dashboard, select 'Add new client'.
[00:00:30] Before you get started, we'll tell you what you need to know. If you have access to both Aegon Retirement Choices and One Retirement, you'll select which one to buy the product on. Once you've read everything and made any selections, you can start. Select the client type and complete their personal details. With just these details, you'll create a new client. If you proceed to 'Apply', we'll need some more information. But you're now ready to start the quote.
[00:01:04] On 'Product selection', select the advice basis and choose all the products you want to quote for. Here we'll show you quoting for a SIPP and an ISA. First, you'll add all the details for the SIPP, and then we'll ask you the details for the ISA. You have the option to add a quote description if you want. Complete money in and out for the SIPP. Here you can add details of any single or regular contributions, as well as transfers in. On SIPP details we pre-populate the preferred retirement age, but you can change it, then complete the investment options for the SIPP.
[00:01:48] Here, we'll look at selecting investments. Search for the investments, either by investment name, SEDOL, ISIN or CitiCode and add them. Now enter how much to allocate to each investment. Select a rebalancing option and how to pay any income generated from applicable investments. You've now completed the SIPP details, so we'll show you a summary. You can return to completed sections and make changes or select 'Next' to move on to the ISA details. Just like the SIPP, we'll ask you to complete money in and out details. Again, you have the option of adding single or regular payments, and transfers in. And then you'll see investment options for the ISA.
[00:02:46] When quoting for more than one product, we give you the option to copy the same investments from a previous product in the same quote. But you can also select different investments or invest in a model portfolio. Again, you can allocate the percentage to each investment. Now you can set up the charges on both products. You can add an initial adviser charge. And we also give you the option to apply the same ongoing charges to all products in the same quote, or you can apply a different amount for each product. It's up to you and your client.
[00:03:33] The quote is now complete. You can see the documents such as the illustration and anything you need to send back to us. You can continue to apply or save and exit. If you select 'Save and exit', you can find the quote by selecting 'Manage quotes and applications' from your dashboard. If you continue to apply, we'll ask you some more information about your client and the products they are applying for. If applicable, you'll select a payment method and complete bank details, including where we should pay any income or withdrawals to.
[00:04:26] You're almost done. Just review and confirm the application details. If you need to, you can edit the information you've completed. Confirm the declarations and submit the request. We'll confirm we've received the application and give you the opportunity to download the documents again before returning to your dashboard. That's a quick overview of quote and apply for a new client.
[00:05:01] You can visit the support page for more information and find other helpful videos there. This is your Aegon Retirement Choices and One Retirement experience. Simple, online and intuitive.