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Life Policies, Investments

If the policy you’re entering is not investment linked then either leave the “Investment” drop-down field empty or select “None”.

However many pension and savings type of policies may be linked to investment funds. If so, use the “Investment” drop-down at the bottom left of the screen to select the basic type of investment (e.g. “Unit-linked”), as shown below.

 

If you select any “Investment” option other than “None” then you’ll find the next screen that appears will ask for some investment details, as shown below.

For further information regarding investments, please refer to the following…

Investments, Basic Concepts

Investments, Level of Detail

Investments, Set-up

Investments, New Policies

Investments, Adding Funds

Investments, Updating (Before Valuation)

Investments, Non-Unitised

Investments, The Summary Fields

Investments, Income & Other Transactions

Investments, How Transactions Work

Investments, How Growth Is Calculated

Investments, Update Fund Prices

Investments, Comparative Graphs

Investments, Revaluation

Investments, Reports

Investments, Selling

Investments, Transfers & Switching

Investments, Regular Premium