Based on client research and the questions our actuarial team receives we have identified some knowledge gaps around the capabilities of the Accurium online client portal. This webinar aims to provide training on the features within our client portal, with a specific focus on the actuarial certificate application form, to ensure that you and your organisation are gaining the maximum benefits that it has been designed to provide.
Training will include a look at:
- How to add and manage users in the client portal
- Managing invoice and credit card details
- Prepopulating data from previous financial years’ actuarial certificates
- Updated save features
- How to show the details of TRIS accounts and fund segregation
- Entering multiple transactions in the application form
- Applying for part year actuarial certificates, and
- The breakdown of the tax exemption and general expense deduction.