iBusiness Illustrations Client Executive Guide
An Illustration is a piece of literature produced based on the Advice & Recommendation/s which the Adviser has advised to the Prospect/Client. The Illustration includes details such as; the Investment proposal, Investment portfolio/funds choice, the advice fees & charges. Illustrations are created on iBusiness, you can access iBusiness either via the clients Salesforce record or on the St James's Place Intranet homepage via the 'Services' tab on the right handside. There will be occasions where you are asked to produce Illustrations for your Advisers clients, the types of Illustrations will be for one of the following Investment choices:-
- New money into a new Investment/Product
- Lump sums for an existing investment
- Top ups for an existing investment
- Contributions for an existing investment
There are two sections based on whether the Illustration is for a Brand new Investment or an Existing SJP Investment.
Thereafter you can click into the relevant Product & when you click the link it will direct you to the checklist which will enable you to Produce the Illustration.
My recommendation is to have the checklist open on one screen & the required iBusiness Illustration open on another screen, this will allow you to use the checklist guide to your full advantage & produce a successful Business Illustration.
