Training Courses Commit to making Client Care Desktop really work for you!

Our Getting Started courses have proved popular for new staff members at existing CCD client firms as well as with new clients, and these courses will continue to run throughout 2008. If you are interested in training new staff, or further developing your firm’s skills with CCD, the following Public courses will be taking place in February and March:

February 2008:

March 2008:

The cost (per day) for standard classroom courses is £200 (plus VAT) per delegate, therefore the cost of the two-day Getting Started course is £400 (plus VAT) per delegate*.

All of our courses come with a comprehensive user guide and CPD certificates, upon completion.

Private Courses:

Many of our clients hire out our training facilities in our head office at Bishops Stortford for private courses and this facility will also be available in the Coventry Centre. The cost of this is £750 (plus VAT per day*) and includes a light lunch and refreshments during the day and, of course, the trainer to conduct the session!

We can accommodate up to 8 delegates on a private course and we are happy to work with you to create an agenda for the training to ensure that the content of the day(s) you book meets your business needs.

*Please note that all training days, whether classroom or private, are from 10.00–16.00.

Please contact our Training and Consultancy team to discuss your options on 01279 756086
or send an email to: training@quaysoftware.co.uk

TOP

Did you know? CCD can now aid you with completion of your FSA RMAR reports* All holdings can be labelled as to which category they fall into under FSA rules i.e. An Individual Savings Account is classed as a Regulated, Retail Investment. You can even take things one stage further by labelling your commission expectations and collating the type of income your firm is generating.

Entering the information into CCD

To see how products have been labelled, visit the Set up of CCD followed by Products, select your chosen product and click into it. You will now see a new FSA Reporting tab with details of how this product has been categorised.

So by simply inputting your new business into the Holdings section of CCD in the normal manner your FSA data will automatically be collated.*

When entering your Commission expectatio there is one additional step you must take to ‘label’ your commission. Go into your holding and select the Commissions section on the left hand side. Now state the type of initial commission. Use the Add commission item at the top right of your screen and create your new commission transaction. Having entered the amount of your commission, go to the Notes tab and at the bottom you will need to select the income type, i.e. Commission, Fees or Other. The FSA Activity category and Regulated/Non regulated fields are pre-populated from the Holding set up area.

Producing reports for your RMAR**

To extract this information for the type of business you have sold, go to the Compliance section and select the Reports option, followed by Regulatory. You are now able to select your required date range to produce the report “Source of Business”. Additional reports to assist with RMAR completion can also be found in this area.

*This functionality is only available in version 3.3 or above.

**The Compliance Module has an additional associated cost. If you are interested in finding out the cost of this module or other functionality that it includes please contact our sales team on 01279 756 080 for assistance.

clientcare@quaysoftware.co.uk

TOP

What would you like to see in your newsletter?

We always appreciate your feedback and would be very interested to hear what you would like to see in your Newsletter.

If there are items you would like to see included in your Newsletter, please feel free to let us know.

Please send your ideas and comments to clientcare@quaysoftware.co.uk

TOP