CONNECTED SCREEN WALKTHROUGH

Try one recommendation, through client approval

Use the same client and trades across the simple rep view, detailed rep view, supervisor review, client approval and client details. Your existing saved recommendations stay intact.

Start a new example

A DBS buy, Singtel sale and Templeton fund buy are ready to review. You can change the advice before submitting.

Sample data and local document placeholders. No orders, messages or real client approvals.

Continue your walkthrough

Checking for a saved walkthrough…

Check the rep’s recommendation and actively confirm the adviser declaration.
Choose Review & submit, then confirm submission.
Open the supervisor view, review the client profile and approve or return with a reason.
Go back to the rep view to see the result. A return can be locked for editing and submitted again.
After supervisor approval, open Client approval. Open the required fund links, confirm the client declaration, then approve or decline the whole recommendation.

Client fact-finding is a separate process. Phillip Securities’ own FA Reps use ePFR; other firms may have their own system. This preview shows a read-only summary and client-details page. The real ePFR address, permissions and client mapping still need IT confirmation.

Client approval is now connected to the same sample. Both required approvals lead to “Ready for final checks”. Real validation and broker submission are not connected; no orders or messages are sent.