The power of light speed
The new Prudential online ISA service makes it easier to do business with us with a 3 minute end to end application process and easy control over client management.
How do I access the new ISA online service?
Your dashboard - for control and flexibility
We think the biggest benefit to the new online ISA service is giving you access to a dashboard where you can see all of your Prudential ISA client records in one place. Which means you have control and and flexibility over the management of your clients investments, in a safe, secure, efficient and intuitive environment - available when you need it.
This online service gives you control over your advice and the application process via the dashboard, so you can see real time case tracking, manage client records and do bulk valuations.
And stay up to date on..
Feedback received after the launch of the Prudential ISA Online Service highlighted a requirement for advisers to be able to access a summary of the submitted applications for their records and to meet internal compliance requirements.
To help facilitate this requirement an interim solution was put in place that allowed advisers to print a copy of the summary section of an online application prior to submission. At the same time steps were taken to develop a broader solution that would provide a permanent record of a New ISA application and a Add Money in (top-up) application.
We’re happy to confirm that this new functionality is now live.
What does this mean?
Whenever you submit a new ISA application or a Add Money In (top-up) application a new Application summary document will be added to the client’s document store which you and your client will be able to view. This gives a permanent record of the details contained in the application you submitted on behalf of your client. You’ll be able to access this from the Documents section on the Client record page of your client’s ISA and your client will also be able to access from the Documents section on their Dashboard. Once accessed the document can be viewed and/or printed or saved as a pdf to your own device.
How to use our new online ISA service
We’ve also created a new Customer recommendation literature page to make it easy for you to obtain the relevant documentation needed to recommend a Prudential ISA to your client. This page contains access to documents provided by Prudential in relation to PruFund investments available with the Prudential ISA and also to documents provided by Link Financial Investments Limited as ISA Manager of the Prudential ISA.
We also provide documents to support you and your clients understand how the Prudential ISA works and also investment solutions including PruFund funds. You can access Prudential literature within the ISA literature page and also other documents provided by Link on the Link Financial Investments Limited documents page.