A quick and easy guide to online dealing
Learn how to use our online dealing system with our handy new training videos.
If you are a client or an adviser with any of our policies and are registered with our online service centre, then you could be eligible to use online dealing.
Online dealing offers an instant, 24/7, way to deal and switch across RL360° policies. It is the fastest, most reliable and secure method of changing your/your clients’ asset mix.
But everyone needs a bit of help getting started, so, we’ve put together some handy training videos which will show you everything you need to know. You’ll learn what our online system can do and how to do it.
There are four videos:
- An Introduction to Online Dealing provides a simple yet effective overview of the system.
- Individual Trade looks at how to buy or sell a single asset.
- Switch Linked Investment is for you if you want to first sell assets in order to buy others.
- FX Transactions takes the user through the process of carrying out a currency exchange.