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IFAs can get client data via Friends extranet

Friends Provident has introduced a new extranet service to provide IFAs with online access to customers&#39 life and pension policy details.

The service will give estimated maturity and death benefit values, as well as current and projected surrender values.

Policy details such as the type of policy, level of cover, assignments and premium payments are available via the extranet. IFAs can also check unit holdings and values.

Individual passwords will be given to IFAs who use the service to ensure client confidentiality.

After running a successful pilot scheme with IFAs, the life office hopes to help them become more efficient and cost-effective.

The next stage will be to develop proposal tracking and a commission enquiry service.

Head of IFA e-commerce Dave Mace says: “We aim to give IFAs the best service. This launch of these new online facilities, with yet more to come, demonstrates our strong commitment to the IFA market. We will continue to develop our online support facilities to help IFAs cut their costs and save time.”

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