The Consolidated Client Portfolio (CCP) system provides registered intermediaries rapid access to client policy and investment information.


Content includes how to:

  • register
  • reset your Password and PIN
  • homepage navigation
  • submit and view client policy information

The functionalities of transacting, have not changed on Astute Online; however the look is different and certain terminology has changed.

This course is also offered face-to-face, in a classroom session or Video Conferencing.

Booking is essential and accepted on a first-come, first serve basis.

 

Access to Astute systems work on a hierarchy level and we recognise the following Users with the following system rights:

 

Each user has access and can perform the following functions on their own:

 

Creating a User Profile

Profiles are created at own level and below* i.e. a Group Administrator can create other group administrators, standard user and an Assistant.

*except standard users who can only create Assistants (not other standard users)

Add value to your Induction training, by including a LIVE Demonstration on the Astute Online TEST website. 

Special feature: Five (5) test clients, each with a unique financial portfolio, will be given to Facilitators to download and interpret information on.

Access to Astute Online Test website will be granted after attending the course. Book a Seat for this course.