Across
- 2. In which screen will you find out details about the client?
- 5. In which screen are you able to find out when the policy was taken out?
- 6. Which number can be viewed in PIE Tax details?
- 7. The number of investor screens to choose from
- 9. What is the name of the scheme you are able to view from the main page?
- 10. Where will you find a record of money in and money out?
- 12. This what what you must select in order to be able to search
- 13. This information can be found in personal details
Down
- 1. Where can you find the employer balance, the voluntary balance and the member account balance?
- 3. What action must you take before you start answering any queries from the client?
- 4. What level must you be on to search for members?
- 8. From this place you are able to open clients accounts and view information relating to superannuation schemes
- 11. Where can you find details about the Employer Scheme and some of the rules around it