4/12/2023 0 Comments Mlc xplan login![]() ![]() If a Class Datafeed is active to AdviserLogic, it may conflict with the MLC Navigator Datafeed and cause duplication. MLC Navigator provides a Datafeed to Class. The Insurance portion of the Datafeed updates once a week.Ĭlient details beyond Name, Date of Birth and Account Number Insurance Policy information, including Benefit Type, Sum Insured, Policy Number, Premium, Premium Basis, Premium Frequency, Issue Date, and Status Superannuation Details, including Product, Start Date, and Account Number. Investment Details: Unit Balance and Transactional Data, including purchases, redemptions and distributions. Xplan is fully hosted, web-based software and ISO/ IEC 27001 security certified, ensuring your data is secure. GENERAL INFORMATION ABOUT THE MLC NAVIGATOR / MLC WRAP DATAFEED That’s it! Your Navigator datafeed should then commence automatically once the setup is completed in Navigator’s systems. PHASE TWO - LINKING THE NAVIGATOR FEED TO ADVISERLOGICģ) Choose "Datafeed Codes" from the menu on the left:Ĥ) Click "Add", and in the Window that appears, select “Navigator”ĥ) The page will update to display the necessary fields enter the Party Number: When you receive the 'Party Number,' proceed to Phase 2 below. I would appreciate confirmation of receipt, and when possible please provide the Party Number as well. ![]() Please find attached the completed Privacy Form. I would like to set up a Navigator Datafeed for my AdviserLogic account. Send the following email, with the completed Privacy Form AdviserLogic Datafeed Request Note that when completing the blank form, the Adviser and Business Name need to be completed as per the below example:Įmail the form to Navigator's Datafeeds Team ![]() If the link above does not work, you can instead use the Blank Form attached at the end of this article. If your Trigold licence fees are paid for by the firm or network that you represent (rather than by you individually), then these standard terms will apply to your firms use of Xplan Mortgage. This form will need to be completed and signed. If you pay your licence fee for Trigold, then this licence fee will also include your use of Xplan Mortgage in accordance with these standard terms. Forgot your password Logging in for the first time Contact us Terms & conditions Privacy. This will open a new window where you can save a copy of the form. You will need to fill in all the fields, and then click "Generate PDF". NOTE: Investment Datafeeds are only available to users holding an Investment Adviser License or Comprehensive Adviser License.Ĭontact your BDM for more information on License Types.Ĭlick the following link to generate the Privacy Form To commence an Investment Datafeed from Navigator, please follow these steps: ![]()
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