e-Services
We offer a number of useful online tools to help you work faster, more efficiently
and more transparently.
Online illustrations
For online CMI Global Investor and CMI Corporate Investor new business illustrations, please visit our UK Adviser Extranet.
Our quotes are fund specific and it's easy to get more than one quote for the same client with our re-illustration facility.
Online valuations
For CMI Global Investor, CMI Corporate Investor and CMI Portfolio valuations, please visit our UK Adviser Extranet.
Our valuations give a detailed breakdown of the portfolio's holdings and you can get a valuation instantly and as often as you like, providing the assets are held by CMI Insurance Company Limited.
Advisers who use Adviser Office from 1st Software or Provider Link from Plum Software can continue to access CMI Global Investor, CMI Portfolio and CMI Corporate Investor valuations online through their back office system.
How to register for valuations via 1st Software or Plum Software
If you are already registered for Clerical Medical's Contract Enquiry service you will need to re-register to access CMI Global Investor, CMI Portfolio and CMI Corporate Investor valuations via 1st Software or Plum Software. Please click here to register
Please click below for more information on how to set up and produce single policy valuations (real time) using Adviser Office.
|
Free download so you can view the
document in pdf format.
|
Other products
We offer an online valuation service for the following products:
| CMI Capital Investor |
| CMI Premier Bond |
| CMI UK Premier Bond |
| CMI Premier Bond II |
| CMI Premier Bond III |
| CMI Worldwide Premier Account |
Our online valuation facility allows you to request single or multiple policy valuations securely by email at any time. The valuations are returned automatically by email within a matter of minutes.
|
|
Free download so you can view the
document in pdf format.
|
Online tools
Our online portfolio planning tool, Portfolio Architect, includes offshore funds with access to around 9,000 funds including all unit trusts, OEICS and FSA registered offshore funds. Risk analysis, asset allocation and report writing can therefore be carried out for all products within one tool.
Portfolio Architect has just received the top industry rating award of 'eee' from Financial Technology and Research Centre (FTRC), with special mention for the risk profiling and modelling elements of the tool.
.jpg)
Our Offshore bonds vs Mutual funds tool allows advisers to compare the net returns from offshore bonds and mutual funds using their own assumptions for investment returns and charges.
All our tools are available on our UK Adviser Extranet.
For more information about these tools please speak to your usual sales contact.