Jump to content
Why are we here ..... ×
  • 0

Letter Suites - FCA Compliance



Can I ask how members manage their standard letters - demands and need statements etc.


OGI standard letter suite is terrible, we actually paid a third party consultancy for a suite of compliant letters which included frame calculations etc some years ago but these are now becoming outdated and the company concerned (Infractus) are no longer doing them. I've managed to update some but there's only so far my OGI skills go with the limited time I have to work on them.

We are members of Broker Network who provide word templates but you then have to go into each word letter and delete sentences and paragraphs to personal them. Seems very labour intensive nowadays.



Jon Griggs

Howard Insurance

Link to comment

2 answers to this question

Recommended Posts

  • 0

Hi Jon


Are you using Open Word?  That would certainly be the easiest way to do it.


If you have templates from Broker Network, could you not put keyword commands in to help you automate the process?


The User Group's Member Day this year has some advice sessions on using Open Word if that might help.



Link to comment
  • 0

Hi Marc,


We aren't using Open Word at present but I've realised it is the way forward and have started to look at converting the letters to word, the thought of how long it will take has put me of somewhat. I just can't believe there's no one out there that doesn't provide a service of this sort to OGI users!


I've received the email regarding the Members Day, will give it some serious thought about attending.




Link to comment
  • Posts

    • Hi Claire,   We took on INVU back in 2008 and still use it today in its Virtual Cabinet guise. No issues with printing from VC whether that be to network printers or pdf and there are also options to send from VC to email which can be useful.    Overall, we remain very happy with VC so have seen no real advantage to move over to OpenAttach.   One little issue is we never managed to get the automatic indexing / filing of standard OGI/OpenWord letters and emails into VC. We just click a few buttons to file them manually.   Happy to chat through further if you wish - I will be at the Members day this coming Thursday    Darren
    • Hi @Clare Carter   I probably cant advise on day to day use / issues, but may be able to help although not sure of your question   Are you still on Virtual Cabinet (VC) and how are you trying to print on OGI - and what / where from   Also - I'm pretty sure there are minimal issues with transferring to OpenAttach - what are the concerns there?  
    • Just wondering if any of the current members have previously been using Virtual Cabinet, and which originally was Invu provided by Linden House.   It is only relatively recently that Open GI have come up with Open Attach but there is an issue in transferring data.   If anyone is still using Virtual Cabinet which evolved from Invu and Linden House, could they let me know whether they had any issues with Open GI and printing.    Thanks
    • Hi Andrew   I do have a copy - but you can get them / best to get latest copy from the support site - presumably you have a registered account??   Just go to the link here RMAR Reports and Spreadsheet   Any problems come back and let me know!
    • Hi   I am new to OGi and not sure how the system deals with the FCA required Client Money Calculation. A previous post mentioned a OGI PDF document detailing the reports to get the numbers and apparently there is a spreadsheet to input all the numbers as well.   Is anyone able to forward the PDF and spreadsheet or provide assistance please.   Thanks
  • Create New...