Feeling a bit baffled by Broker Facilities on PPL? Brush up for the autumn with our training session on the 30th Sep at 9.30am. Book your space here.
The intended audience for this course are people within broking firms who will be performing an administrator role and back-loading master facilities on the PPL platform.
- Navigate around the Dashboard
- Record Facility Placements on the platform which have been agreed elsewhere, using the
Backload function - Understand how to make changes to Facilities that have been registered by Backload
- Create, review and respond to Facility Firm Order Placements, including how to create Layers
and Sections, if applicable - Calculate lines, sign and close Facility Placements
- Create a Declaration
- Create an endorsement to the Facility Placement