![]() Creating a new client A new entity (Individual, Company, Partnership, Trust or Superfund) needs to be created before storing any client information in Xplan. Electronic storage of advice process documentation Accessing the client on Xplan Client Search (Existing) Searching for a client in Xplan using the search function in the upper right hand corner, is the equivalent of searching your filing cabinet for a file. You should refer to all resources available such as Xplan Help, Online Training Program, Adviser Systems and Trainers. Note: This guide assumes working knowledge of Xplan. We will visualise Xplan in the same way and consider its different sections or subsections as its online file dividers. Most practices utilise dividers for their hard copy client files, where the client file is divided into sections and information is usually retained chronologically. The procedures outlined below will minimise time taken to maintain files electronically and will provide a uniform Best Practice approach across practices. It should be read in conjunction with the RI Document Management Policy. ![]() 8 Declaration & Consent Page or Authority to Proceed (ATP) Applications and Confirmations Reviews File Note s and Imap Additional options within Xplan 13 Tasks, threads, Diary and Campaigns Xmerge outputs Looking up detailed File notes and Attachments Add File notes & Attachments Version Date 1 March 2012 Document owner Adviser Systems Approved by Compliance Committee Date of approval 28 March 2012 Next review date March 2013 Reason for current review Update and review of 2008 Xplan Client File Policyģ Introduction This guide has been developed to meet the needs of RI Advice Group advisers in maintaining client files in Xplan. 2 Anti-Money Laundering / Counter Terrorism Financing (AML/CTF). 2 Financial Services and Credit Guide (FSG). Instead, use the updated Linux Installer.1 Xplan Client File Procedures March 2012Ģ Table of contents Introduction 2 Electronic storage of advice process documentation 2 Accessing the client on Xplan. Running this will allow you to install X-Plane 8 from your discs. If you are installing X-Plane 8 on a Linux machine, do not use the installer found on your DVDs. The buttons below will download the DVD installer for X-Plane 8. If you do not have X-Plane 8 installed, it will download the final demo version of X-Plane 8.ĭownload for Mac Download for Windows Download for Linux If you already have X-Plane 8 installed, running this will upgrade that copy of X-Plane to the final version of X-Plane 8. The buttons below will download the X-Plane 8 updater and demo installer. Get the Mac Installer Get the Windows Installer Get the Linux Installer Download X-Plane 8 Updater/Demo Installer Running this will allow you to install X-Plane 9 from your discs. The buttons below will download the DVD installer for X-Plane 9. Get the Mac Demo Get the Windows Demo Get the Linux Demo Running this will download the final demo version of X-Plane 9. The buttons below will download the X-Plane 9 demo. Get the Mac Updater Get the Windows Updater Get the Linux Updater Running this will upgrade your existing copy of X-Plane 9 to the final version of X-Plane 9. The buttons below will download the X-Plane 9 updater. add or remove scenery from an existing X-Plane 10 full installation.ĭownload for Linux (64-bit) Download for Linux (32-bit) Update X-Plane 9.update an existing X-Plane 10 installation (demo or full version), or.install a new X-Plane 10 product purchase ( DVD or digital download).Windows Installer Mac Installer Linux Installer Install or Update X-Plane 10 Note: Steam users should update only through Steam and should not use this installer. add or remove scenery from an existing X-Plane 11 full installation.update an existing X-Plane 11 installation (demo or full version), or.install a new X-Plane 11 product purchase ( digital download).Note: If you have an FAA-certified version of X-Plane from PFC, then you should not use these downloads.
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