Book overview
Portfolio position and outstanding operational actions.
Discount at risk
Policies whose quarterly check-in is outstanding — the earned discount is suspended until they complete it.
Book of business
All policyholders and their in-force policies.
Quarterly pulse check-ins
A short check-in each quarter keeps the AUM discount active.
The discount is contingent on completing the check-in. When one goes overdue the effective AUM fee reverts to the standard 1.25% until the next check-in is completed — the earned rate is retained on the policy and reinstated automatically.
Fund change requests
Reallocation requests awaiting an underwriting decision.
Users
Who can sign in to Control, and what they can do.
Passwords are generated here and shown once — they are stored only as a salted hash, so they can't be looked up again. If someone loses theirs, issue a reset.
Audit trail
Every change to the book, in order.