a)

Customer Name

b)

Reference

c)

Policy

d)

Policy provider

e)

Action (select from Dropdown option) the type of action for this tab

f)

Calculation Part for this tab

g)

From date

h)

To date

i)

Balance type (Set amount, CFWD, Increase, Decrease)

k)

Amount based on above balance type

l)

First payment

m)

Term years & months

n)

Lender or method for Premiums + Interest

o)

Interest repayment method (for loan & mortgage)

p)

Interest table

q)

Check box to view ALL interest tables (not just for lender)

r)

Add uncollected interest to first payment

s)

Miras table

t)

Add additional % to selected interest rate

u)

Remove Tax % from calculate interest

v)

Inc. PSA (personal savings allowance)

Calculate and display results on screen (comparison and detailed depending on where selected from)

Calculate and print to printer (comparison and detailed depending on where selected from)

Create PDF file (comparison and detailed depending on where selected from). When selecting this option you will be requested to enter a file name for the file. PDF files replicate printed output and FREE readers are available.

Verify screen

Save current data for client

Exit current screen

Redress Status allows the user to record the redress amount through different stages of the calculation process.