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Covision Funeral Rewards Proces Flow (1) [Read-Only]

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ncubelungelo72
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36 views

Covision Funeral Rewards Proces Flow (1) [Read-Only]

Uploaded by

ncubelungelo72
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
You are on page 1/ 14

1

Covision
Funeral
Rewards
Process
Flow
Presentation by Lungile Ncube NEXT
2

Role Players

Branch Consultants Financial Adviser Covision Account Personnel


Branch Consultants play a crucial role Financial Advisers are dedicated to Covision Account Personnel manage
in identifying eligible families for providing financial planning advice to the EFT process into client
Covision Wealth Funeral Rewards. clients, presenting investment investment accounts and handle
They assist in completing the options, and assisting with client communication regarding issued
Covision Lead Form, help with paperwork, declarations, and Investment policies and welcome
paperwork, and communicate with signatures. packages.
financial advisers.

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3

Branch
Consultants
Branch Consultants' Responsibilities
Branch Consultants are responsible for informing families of
their Covision Wealth Funeral Reward eligibility, assisting in
form completion, and ensuring necessary documentation is
submitted. They play a vital role in facilitating client
engagement.

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4

Client Engagement

Effective Communication Impactful Engagement


Effective client communication is key Engaging with clients to resonate
throughout the process to ensure with their values, experiences, and
understanding, trust, and successful needs strengthens the client-adviser
financial planning. Building strong relationship. Tailored communication
relationships leads to better fosters trust and loyalty.
outcomes.

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5

Financial Planning and


Investment
Head Office FA Responsibilities Financial Adviser Activities Investment Process
The Head Office FA confirms Reward Financial Advisers guide clients on The investment process involves in-
amount, conducts financial planning investment options, upsell premium depth financial planning, presenting
discussions, and assists with plans, capture client information, investment opportunities, and
paperwork, client signatures, and provide financial advice, and ensure managing paperwork, signatures, and
investment details. They facilitate the seamless client paperwork client declarations for a smooth
entire investment process. completion. investment experience.

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6

Final Steps and Client Communication

Client Head Office FA notifies clients of issued Investment


policies and sends welcome packages, completing the
investment journey with a thorough and thoughtful

Communication
client communication approach.

Investment Policy Issuance


Informing clients of their Investment policies and
sending welcome packages mark the end of the
process, ensuring clients are well-informed and
prepared for their investments.

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Process Overview
7

Process Step Responsible Party

Inform family of eligibility Branch

Complete Lead Form Branch

Financial Planning Financial Adviser

Investment Presentation Financial Adviser

Paperwork Assistance Head Office FA

Client Signatures Financial Adviser/Branch

EFT into Investment Account Covision Group Accounts

Inform Client of Policy Head Office FA

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8

How to assist a client to


register for tax or retrieve tax
number

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9

Forgotten tax
number
• Retrieval step 1 • Retrieval step 2

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10

Register for
tax
• Click on the register on e-filling tab
• You will be redirected to a different page

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11

Forgotten tax number

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12

Forgotten e-filling
logins • Copy link and add it to your search
bar for a short clip..

• https://www.google.com/search?
q=forgotten+effiling+logins&oq=forg
otten+effiling+logins+&gs_lcrp=EgZj
aHJvbWUyBggAEEUYOTIICAEQABgW
GB4yDQgCEAAYhgMYgAQYigUyDQg
DEAAYhgMYgAQYigUyDQgEEAAYhg
MYgAQYigXSAQoxMzYwNGowajE1q
AIIsAIB&sourceid=chrome&ie=UTF-
8#fpstate=ive&vld=cid:c10da0eb,vid
:a43OKGFW594,st:9

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13

Steps for e-filing forgotten


logins

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14

How to create a
Gmail.

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