Valuations / Contract Enquiry

The online valuation eService, also known as Contract Enquiry, allows advisers to access current fund values and projections for certain product ranges.

These online, real-time valuations are available from product providers through three main sources;
1. directly from the providers extranet, or
2. from functionality embedded within the adviser's back office system, or
3. via the main adviser facing portals.

In addition to the ability to obtain a valuation online it is often possible to print details of the valuation either to be placed in the client file or to be given directly to the client.

To make the most of the online, real-time valuations eService, it helps to ensure that the back office system that the adviser uses to maintain their clients policy details holds the correct policy numbers.  To help ensure data quality and get the most from eService, please see Data Quality Guide For eServices.