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)

Fund type or interest calculation method

m)

Fund name or interest table

n)

Allow partial funds (e.g. up to 3 decimal places)

o)

Add additional % to selected interest rate

p)

Remove Tax % from calculate interest

q)

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.