Investments, With Profit Contracts

If an investment is with profits then in the “Investment” drop-down field (at the bottom left of the “Policy” screen, as shown below) you should select “With Profits”…

Then after you have moved onto the “Transactions” screen by clicking the black “Curve Right Arrow” button you should just enter values in the summary fields at the bottom, as illustrated below…

If Unitised

If the investment involves one or more with-profits funds and is unitised then you can choose to add the fund details by clicking the “Add” button, as shown below and previously described in Investments, Single Premium Contract with Funds and/or Investments, Regular Premium Contract with Funds.

Not Unitised

If the investment involves one or more with profits funds but is not unitised then you are recommended to set the “Investment” drop-down field (at the bottom left of the “Policy” screen) to “Non Unitised” (see also “Investments, Non-unitised Contracts”).