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Script For Tutorial Video MYLEGACY2u

To log in and add a new client, select log in at the homepage and enter the IC number and password. Next, select add new client and enter the client's full name and mobile number. You then upload the client's NRIC front and back along with a selfie video. To reset a password, select forgot password and enter the IC number. An OTP will be sent via SMS, enter it to set a new password. To create a MyEP checklist for a client, select the arrow on MyEP checklist under client information. Answer the questions by selecting next for each part. Part B involves filling out family expenses. Review and submit once complete.

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Ihsan Hakim
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0% found this document useful (0 votes)
72 views1 page

Script For Tutorial Video MYLEGACY2u

To log in and add a new client, select log in at the homepage and enter the IC number and password. Next, select add new client and enter the client's full name and mobile number. You then upload the client's NRIC front and back along with a selfie video. To reset a password, select forgot password and enter the IC number. An OTP will be sent via SMS, enter it to set a new password. To create a MyEP checklist for a client, select the arrow on MyEP checklist under client information. Answer the questions by selecting next for each part. Part B involves filling out family expenses. Review and submit once complete.

Uploaded by

Ihsan Hakim
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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NO Question answer

MYLEGACY2u Log in and add new client


1 How to Log In And Add new client? Firstly select, log in at homepage, key in the IC number and Password to log in
Next to add new client,select add new client
Enter the client full name as per in ID and the mobile number
2 On the client information ,Select arrow on My will
Select Identify verification
Upload the copy of your client NRIC front ,back and client's selfie video holding on NRIC 3-5 second
select submit
Then,Fill up Client NRIC,Client full name,Residental address,Email and Mobile Number and select next
select i agree after read the importance notes and select next again
choose the client nationality,fill up the country of residence,date of birth,ocuppation,religion and gender,
select next
After that, select the client current marital status and if the client have written a will before and select next
Then if the client have any special circumstance ,please select or skip if none
How to Create Standard Will Writing? For client with special circumstance, can add the translator details,if none please skip
Then,Fill up the Executor and trustee no 1 details and select next
Fill up the Executor and Trustee no 2 details and select next
You can add to maximum 3 executor and trustee as joint or subsitute
Please select whether the client have children or not and select next
Next fill up the beneficiary no 1 and beneficiary no 2 details
allocate a percentage of the death benefit for each beneficiary
review the will before select confirm and ok
select privacy policy, term of use and term on condition ,read and agree
Request signature form the client and submit
3 select forgot password
fill up the IC number
select send OTP
How to reset password?
Enter 6 DIGIT & select verify
set the new password and confirm password
4 on client information,select the arrow on MyEP checklist
Answer question based on client
How to Create MyEP Checklist for client?
select next to proceed each question
for part B ,Fill up the family expenses
Then ,review it before submit
MyEp Checklist is to Create and Calculate Estate Plans
on client information,select the arrow on MyReview
Part 1:for insurance policy, if the advisor select no it will back to the result
MyReview will show first how much fund needed based on MyEP calculation
5 My Review Advisor able to select the insurance company and fill up the data
MyReview will calculate and it will help advisor to give advice to the client

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