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 iO 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)
It is possible to complete the letter without using the iO data for plans, and to complete these sections manually. In these circumstances, select 'No' to the 'Use iO plan data?' question (please note that this question is automatically defaulted to the answer 'Yes'; the answer 'No' must be selected manually).
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.
|iO Field||Continued Suitability Letter Location||Continued Suitability Letter Field|
|Client > Basic Details > Title||Basic Client Details||Client 1 Full Name / Client 2 Full Name|
|Client > Basic Details > Last Name||Basic Client Details||Client 1 Full Name / Client 2 Full Name|
|Client > Basic Details > First Name||Basic Client Details||Client 1 Full Name / Client 2 Full Name|
|Client > Address Details > Address Line 1:||Basic Client Details||Address Line 1|
|Client > Address Details > Address Line 2:||Basic Client Details||Address Line 2|
|Client > Address Details > Address Line 3:||Basic Client Details||Address Line 3|
|Client > Address Details > Address Line 4:||Basic Client Details||Address Line 4|
|Client > Address Details > Post Code:||Basic Client Details||Postcode|
|Plan > Provider||Introduce your Existing Investments||Provider|
|Plan > Product Type||Introduce your Existing Investments||Plan/Product Type|
|Plans > Valuations > Surrender / Transfer Value||Introduce your Existing Investments||Current Fund Value (£)|