Upload
bernice-oconnor
View
218
Download
0
Embed Size (px)
Citation preview
FSP form should be filled in BLOCK letters in black ball point pen.
FSP has to sign on each and every page of FSP form.
Latest Color Photograph should be pasted in Box in proper alignment & Signature should be done in prescribed Box only.
FSP Form Filling Guidelines
FSP Form Filling Guidelines
For DL ‘s FSPs– DL’s CG Code to be mentioned in the field “UM/BP Code” and DL’s advisor code in “UM/BP Application No. “ field
If DL’s CG Code is not generated – 1. Dummy DL Code to be entered in the field “UM/BP Code”
field 2. It is mandatory to enter Advisor Code in “UM/BP Application
No. “ field of DL whose CG code needs to be generated
FSP’s e-mail id & mobile number are mandatory fields while
filling the FSP form as they are mandate for Online training and also help FSPs in future communication purpose.
Personal Information on FSP form
Personal Information
For FSP from rural area following fields are mandatory Rural Code, District Name,Tehsil & Village Name
Process to get above details:1.Go to Intranet2.Click on Applications3.Click on Location Classified Module
Personal Information
After clicking on Location Classified Module - Select State,
District, Tehsil & Village to get Rural Code.
If the Rural code is not available, then please note it is not a Rural Area.
Personal Information screen in AMS
Fill Rural Code, District, Tehsil & Village in below mentioned fields.
Personal Information on FSP application form
On the FSP form refer point #12 Fill Basic Qualification, Board Name, Roll Number, Year of
Passing
No supporting documents are required if you are submitting the Graduation proof.
Training & Exam Details
Exam Center & Exam Language: Mention correctly as NSEIT- (Centre Name) - same can be checked in AMS for
reference While UM profiles FSP on navigator, he gets a drop down to
select the centre name. Precaution has to be taken while selecting the mode of
language.
For existing valid URN with ICICI Prudential Life Insurance please mention previous URN No & Previous FSP No for tracking history or details of FSP.
Re-Login of FSP due to TCC expired of Old FSP
Validity of URN is one Year.
Training & Exam Details
For TCC Expiry Case having valid URN with ICICI Prudential Life Insurance please select Retraining as Yes while profiling FSP in Navigator.
Composite conversion case - In case an advisor who is currently licensed with General Insurance Co. and also
want to be associated with ICICI Prudential Life Insurance Company Ltd., then copy of valid General Insurance License is required.
License Composite request
LicenseTransfer Case - In case of an existing Life insurance advisor of some other insurance company, who is interested to be associated with ICICI Prudential Life Insurance Company Ltd.
Mandatory document required Copy of NOC on the company letterhead .Copy of valid life License.
License Transfer Process
DOPS Microsite FSP FOS related details updated by CDOPS team
will be now available on DOPS Microsite on daily basis (http://10.16.218.153:90/DOPSNEW/index.htm)
Code Generated Report (FOS codes created by EOD) Code Creation Pending with Remarks (FOS codes creation
on hold due to de-dupe / discrepancy) Composite cases (All Composite request placed on IRDA portal
by CDOPS team and status of the same) Transfer cases (All License transfer request placed on IRDA
portal by CDOPS team and status of the same is available.) Welcome kit Dispatch Details (License and welcome kit of
advisors and dispatch status) IRDA Status Report (All FSPs that are registered on portal are
updated on daily basis. ) Upload Error Report (All Portal Rejected FSPs) Re-exam Scheduling Status (All Re-exam fee paid FSP status
with details are updated on daily basis).
Important Links AD Point – \\10.24.115.20\adpoint
* Tracker - \\10.24.115.20\adpoint\FSP_Tracker
* Exam Center Address - \\10.24.115.20\adpoint\FSP_Tracker\NSE.IT Online Examination Centres
AD MIS - \\10.24.115.20\ad-mis
* Score Card - \\10.24.115.20\ad-mis\Score Card
* Re Exam Fee Waiver Pool - \\10.24.115.20\ad-mis\Re Exam Fee Waiver Pool* CDOPS Rejection - \\10.24.115.20\ad-mis\CDOPS RejectionPortal Rejection - \\10.24.115.20\ad-mis\Portal Rejection