Online dealing for all RL360° portfolio bond policies, both old and new, has been launched today. This new functionality means that investment advisers or clients can now deal and switch online across all of their RL360° policies, following the introduction of online switching in early 2013.

Director of Marketing Natalie Hall commented: “Using our Online Service Centre is now the fastest, most reliable and secure method of changing your clients’ asset mix. Once you have registered, performing trades is only a click or two away.

“Online dealing is yet another enhancement in our programme of online developments, and there are lots more improvements being worked on.”

Once registered, advisers and clients can benefit from a range of new features.

A full history of transactions across all the policies for which they have dealing rights, not just a history of online trades, will be available. The dealing home screen will give users an overview of all the transactions in progress, completed transactions and completed foreign exchanges.

Users will be kept updated on the progress of trades with notifications to their online mailbox and prompts to log in via their registered email address.

From the dealing home screen, users will be able to select a policy and perform a number of different transaction types, including individual buying and selling of assets, foreign exchanges and linked trades. Electronic contract notes will also be made available once any transaction is complete.

Advisers are directed to visit www.rl360adviser.com/goodthings to find out how to register for the new service.

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