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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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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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