{"id":15514,"date":"2018-11-21T00:07:11","date_gmt":"2018-11-21T00:07:11","guid":{"rendered":"https:\/\/www.process.st\/templates\/2-research\/"},"modified":"2018-11-21T00:07:11","modified_gmt":"2018-11-21T00:07:11","slug":"2-research","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/2-research\/","title":{"rendered":"2: Research"},"content":{"rendered":"<section id=\"financial-adviser-assigns-tasks-to-the-csr\">\n<h2>Financial Adviser assigns tasks to the CSR:<\/h2>\n<div class=\"text-content\">\n<p><span>The Financial adviser \/ CSO will assign task to the CSR either through Slack messages or during their daily huddle in the morning.&nbsp; &nbsp;<\/span><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"third-party-authority\">\n<h2>Third Party Authority:<\/h2>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Send TPA and certified ID to fund provider.\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Call provider to check if TPA and certified ID is uploaded.\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"enter-client-details-here\">\n<h2>Enter Client Details here<\/h2>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Client Name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Date of Birth <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Fund Provider <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Account Number <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"review-information-entered-and-send-the-ata\">\n<h2>Review Information entered and send the ATA<\/h2>\n<div class=\"text-content\">\n<p>Check all client details\/documents are&nbsp;available<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Check address and DOB matches the details in Portal and COIN.\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Print IDs for Adviser to certify\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Once certified, scan the ID with the Authority to access form and save in the IDs folder as First Name, Surname - ID (certified) date ---- Do not forget the star stamp and date.\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Check super fund directory. Path is s:\/Zammit\/External super fund directory. If the fund is not listed, contact fund provider and enter details on directory.\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Send email to the fund with attached certified ID. (insert sample email screenshot or template).\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Coin file note - set up as a task and comment as per the following example \"email authority for Rose to Plum super and emailed Cbus for Paul. Confirmation emails received from both super funds.\" (Insert here how to add task and comment)\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"if-clients-fund-is-a-super-proceed-to-step-7-if-insurance-proceed-to-step-16\">\n<h2>If client's fund is a Super, proceed to step 7 if Insurance, proceed to step 16<\/h2>\n<\/section>\n<section id=\"prepare-super-enquiry-form\">\n<h2>Prepare Super Enquiry Form:<\/h2>\n<div class=\"text-content\">\n<p>Complete the Super Enquiry Form and go through the checklist as you go along and gather information on the client's existing fund.<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><a href=\"https:\/\/sites.google.com\/a\/virtualbusinesspartners.com.au\/activate-financial-services\/02-task-instructions\/04-research-client-s-existing-super-investment-insurance-funds\/Enquiry%20Form%20-%20Super%20%28INC%20DB%29.docx?attredirects=0&amp;d=1\" rel=\"nofollow\">Download form here<\/a><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"fund-overview-and-fund-details\">\n<h2>Fund Overview and Fund details<\/h2>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      All fields are completed using correct convention\/format.\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"tax-components-and-preservation\">\n<h2>Tax Components and Preservation<\/h2>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      All fields are completed using correct convention\/format.\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      The preservation components should be equal to the balance of the fund.\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      The tax components should equal to the total balance of the fund.\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"contributions\">\n<h2>Contributions<\/h2>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      All types of contribution through various financial years as required by planner are complete.\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Figures using correct format ($ sign, separated by commas and period), if no contribution made place $0 instead of leaving a blank field.\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"investment-options\">\n<h2>Investment Options<\/h2>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Investment Choice has complete investment name.\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      The investment options allocation should equal 100% or to the balance of the fund.\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Make sure fees include the frequency.\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"beneficiary-nomination\">\n<h2>Beneficiary Nomination<\/h2>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Make sure appropriate boxes are checked and relevant information entered.\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      The beneficiaries percentage proportion is equal to 100%.\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"insurance\">\n<h2>Insurance<\/h2>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Insurance information inside Super is completed, if none then remove section.\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"fees\">\n<h2>Fees<\/h2>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      ll applicable fees are entered including frequency. If fee is not on the list then add fee type and remove irrelevant fields.\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"general-checklist\">\n<h2>General Checklist<\/h2>\n<div class=\"text-content\">\n<p>Use checklist below to ensure all details are entered correctly<\/p>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Make sure appropriate fields are completed.\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Run spell check to make sure no typographical error.\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Remove irrelevant or \u2018not applicable\u2019 sections.\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Follow correct formats: date (DD\/MM\/YYYY), contact number (xx xxxx xxxx), amounts (use dollar sign and commas).\n    <\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Use page break option to prevent splitting table.\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"prepare-insurance-enquiry-form\">\n<h2>Prepare Insurance Enquiry Form:<\/h2>\n<div class=\"text-content\">\n<p>Complete the Inusance Enquiry Form and go through the checklist as you go along and gather information on the client's existing fun<\/p>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><a href=\"https:\/\/sites.google.com\/a\/virtualbusinesspartners.com.au\/activate-financial-services\/02-task-instructions\/04-research-client-s-existing-super-investment-insurance-funds\/Insurance%20Enquiry%20checklist.docx?attredirects=0&amp;d=1\" rel=\"nofollow noopener\" target=\"_blank\">Download Form here<\/a><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"fund-overview-and-fund-details-2\">\n<h2>Fund Overview and Fund details<\/h2>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Make sure appropriate fields arAll fields are completed using correct convention\/format.e completed.\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"policy-details\">\n<h2>Policy Details<\/h2>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      All fields are completed using correct convention\/format.\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"life--tpd\">\n<h2>Life \/ TPD<\/h2>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      All fields are completed using correct convention\/format.\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"trauma--income-protection\">\n<h2>Trauma \/ Income Protection<\/h2>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      All fields are completed using correct convention\/format.\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"business-expense\">\n<h2>Business Expense<\/h2>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      All fields are completed using correct convention\/format.\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"premiums\">\n<h2>Premiums<\/h2>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      All fields are completed using correct convention\/format.\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"checklist\">\n<h2>Checklist<\/h2>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      All relevant supporting documents to the Insurance policy are available.\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"run-strategy-template-for-the-client\">\n<h2>Run Strategy Template for the Client:<\/h2>\n<div class=\"text-content\">\n<h3 style=\"text-align: center;\"><span style=\"color: #00b4a6;\">Run the \"Strategy\" Template for this client<\/span><\/h3>\n<\/p><\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1\n     <\/div>\n<\/p><\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/p><\/div>\n<div class=\"item-name-static\">\n      Strategy template run for client\n    <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Financial Adviser assigns tasks to the CSR: The Financial adviser \/ CSO will assign task to the CSR either through Slack messages or during their daily huddle in the morning.&nbsp; &nbsp; Third Party Authority: 1 Send TPA and certified ID to fund provider. 2 Call provider to check if TPA and certified ID is uploaded. [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"23","template_description":"CSR is expected to complete the enquiry form and has requested for the documents.","template_id":"uVmDL9SeZOvKKj4jirZIGw","task_0":"Financial Adviser assigns tasks to the CSR:","task_slug_0":"financial-adviser-assigns-tasks-to-the-csr","task_1":"Third Party Authority:","task_slug_1":"third-party-authority","task_2":"Enter Client Details here","task_slug_2":"enter-client-details-here","task_3":"Review Information entered and send the ATA","task_slug_3":"review-information-entered-and-send-the-ata","task_4":"If client's fund is a Super, proceed to step 7 if Insurance, proceed to step 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