Intelligent Office - Periodic Suitability Review Letter/Report

Please note that it's possible to generate this template in either 'Letter' or 'Report' formats. When generated in a report format, the outputted document will include a covering page and a contents page. When generated in a letter format, the outputted document will show the addressee details on the first page and a sign off section at the end of the document.

After Ateb Suitability has been accessed via Intelligent Office, create a new Periodic Suitability Review Letter/Report 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 (as long as this is generated as a 'letter' document).

In the 'Review Details' page, in the 'Existing Plans' 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'.

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 Periodic Suitability Review Letter/Report.