Chase
OS
Pipeline — Carrick Wealth
Sign In
Chase
OS
? GUIDE
◑
Sign out
✕
Save Changes
Log Touchpoint
Mark as Won
Capture the deal details to write to commission pipeline and onboarding records.
AUM Amount
Currency
GBP
USD
EUR
ZAR
Product Type
IRP
IPP
Direct Investment
RA
Top-up
Switch
Upfront Commission (GBP)
Written Date
Notes
Cancel
Confirm Conversion
Meeting Date
Select date and time
Date
Time
Cancel
Confirm
Proposal Details
Required before advancing to Presentation
✓ Pre-filled from generated proposal — confirm or adjust
Product Type
*
— Select —
IRP (International Retirement Plan)
IPP (International Pension Plan)
Living Annuity
Direct Investment
Retirement Annuity
Preservation Fund
Top-up
Other
Investment Amount
*
Currency
*
GBP
USD
EUR
ZAR
Upfront Comm %
*
Upfront Comm (GBP)
*
Advisory Fee %
Notes
Cancel
Confirm & Advance