Home
  • Personal Retirement Bond
Date Requested Requested By Sche or Memb #Documents Description Date Produced Status Actions
ID Batch Name Record Type Status Created Last Updated
No items to display
ID Batch Name Record Type Status Created Last Updated
No items to display

Create New Batch of PRB Members to Add

  • Step 1 of 3

Work Tracking Details

Work Item No. associated with adding this applicant

Batch Details

Batch Name
Input File Type

Additional Batch Details

Scheme number to which PRB is to be added
Percentage of Investment amount payable to Agent by way of commission
Investment Terms applicable to Bond
Agent for the Bond holder.
Should 12 month risk be applied to all members in this batch

Correspondence Details

Agent Contact Title
Agent Contact First Name
Agent Contact Last Name
Loading Content ...
Please wait
Loading2...