Two new initiatives on SDIO and protection cases have now gone live on our systems to help keep you and your clients up to date.
Self Directed Investment Option (SDIO) Bond Trades
Both you and your client will receive notification when a trade on a bond has taken place on a policy invested in our Self Directed Investment Option. On this letter it will show the invested date, amount invested and bond name. You will find your copy under ‘My Documents’ on brokerfirst.ie.
New Protection Cases
When a protection case is submitted online, you will receive a confirmation email advising when the policy has issued and the effective date.
If you have any queries on these developments or would like further information please contact your Account Manager or our Broker Support Team on 1890 304 004.