Chant west deactivation next steps

Chant west deactivation next steps

Chant west codes in the Midwinter SOA template will no longer be available after Chant west is deactivated. Users who have customised SOA templates that don’t have Omnium codes will need to copy the codes from the Midwinter SOA template by replacing the Chant west codes.

By following the instructions in the attached guide, you will be upgrading your advice templates to be compatible with the Omnium Insurance Comparator. Please make sure you make the changes to the couple and single version of the SOA.

    • Related Articles

    • Trigger a Recommendation

      This guide will show our users the steps to take to trigger a recommendation where an existing insurance cover is being increased, decreased or maintained. 1. Go to Needs Analysis > ‘Product recommendations’ tab. 2. Under the ‘View insurance by’ drop ...

    • Assets & Loans

      Introduction The next two sections of Cashflow & Capital are Assets & Loans. Here you can view, create, modify and remove your clients Assets & Loans. Any information that has been added within the Fact Find section of AOS will populate here if you ...

    • Total Portfolio Analysis

      Total Portfolio Analysis (TPA) is a tool you can use to obtain a consolidated view of your clients existing and recommended investments. Other functionalities include the use of alternatives for comparison capabilities, the ability to transact and ...

    • SMSF SoA Template Guide

      Midwinter has created a new SMSF SoA template where advice can be provided specifically for a SMSF entity. The attached guide provides you with further information on these changes and how you can ensure these appear within your advice documents.

    • Surplus and Deficit

      Introduction In the surplus and deficit menu you can alter how the surplus and deficit of your clients cashflow is treated. This menu can be located by navigating to Modelling > Cashflow & Capital > Inputs - Surplus and Deficit. This is an important ...