The Plan Charges Profiles Library is where Account Owners and Account Admins can save and manage charges information for plans and providers that are frequently recommended by the financial advisers / planners within their company. You can access it from the Libraries dashboard.
It is a company-owned library where you can create plan charges profiles for a specific combination of a:
- section;
- provider, and
- product type.
Once a profile is activated, you (and all of your account users) can pull the charges associated with that particular profile into the Plan Charges step of a recommendation section with one click every time a match of section, provider and product is found for a plan.
Profiles entered in the Plan Charges Profiles Library will be available to all Writer Users in your account in the following sections:
- New Investment Recommendation
- New Pension Recommendation
- Drawing Benefits from Your Pension Fund
After adding a new plan charges profile, it will show in the Plan Charges Profile library.
From here, you can perform the following actions:
- Activate / de-activate - tick / untick the checkbox to activate / de-activate the charges profile
- Edit - click the pencil icon to edit the charges profile
- Clone - click the Clone icon to create a copy of the charges profile (note that you wan't be able to save it without changing at least one of the three options, as duplicates are not permitted)
- Delete - click the individual trashcan icon to delete a single charges profile. If you want to delete multiple charges profiles, select the profiles for deletion with the checkbox and then click the Delete n selected profiles button
- View profile - click the arrow in the left-hand column to see the charges associated with the charges profile.
When building a report, if the combination of section, provider and product type is an exact match for an entry in your Plan charges profile library, you (and your users) will notice an Add charges from library button at the top of the add / edit plan charges modal. You can use this button to pull the charges associated with that particular profile into the Plan Charges step with one click. On insert, the corresponding monetary charges will be auto-calculated too.
