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

IPT on Legal Expenses Premiums


Delwyn Griffiths

Question

For information purposes:

We changed the Legal Expenses Premiums control within Broker Amendment earlier this month in preparation for the 12% IPT rate.

This has caused problems within the last few days because the APM system is confused because of the imminent transition date from one IPT rate to a new rate, and would not allow us to insert/include Legal Expenses in the NEGX page of the APM quote.

OGI advises that the only solution is for us to revert the IPT rate to the current 10% rate until 1st June !!!

OGI also explain that the system is linked to the way the software is written in connection with the users of "Professional APM" and that to change the software to overcome the problem (for us) would upset the users of Professional APM.

How many users of the standard APM are there and are we insignificant in number?

Link to comment

1 answer to this question

Recommended Posts

  • 0

Hi Delwyn

 

It's been a while since I worked on APM Standard - and the Legal Expenses options in "Broker Amendment" - so not sure I can help?!

 

First of all - can you clarify what have you changed right now, to set up for the new IPT value and, where have you changed things?

 

M

Link to comment

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
  • 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...