Intelligent Office - Continued Suitability Review Letter

After ATEB Suitability has been accessed via Intelligent Office, create a new Continued Suitability Letter as per the usual process. The full name, letter salutation and addressee information in the initial page's 'Basic Client Details' section should all be pre-populated with the data taken from Intelligent Office.

In the 'Review Details' page, in the 'Introduce your Existing Investments' section, there is the Plans table. This table automatically pre-populates with information taken from Intelligent Office (as per the 'Basic Client Details' section) - this includes all the investment and retirement plans listed in iO, apart from those classified in iO as 'NTU', 'Out of Force' and 'Draft'. Please note that the question 'Use intelliflo office plan data?' must be answered 'Yes' (this is the default answer selected for this question).

An example of this is shown in the screen shot below:

Specific plans can be removed by the user (if these are not needed for the letter) via clicking on the tick box on the left of each plan row and then selecting the remove button at the bottom of the table. (screenshot below)

Please see the table below to view all the supported fields from iO and the corresponding location where these appear in the continued suitability review letter.