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EQ-Corporate will ensure one entry point and process flow on all EQ-FIN Corporate Funds to our: Wealth Planners Personal Assistants  Employer (our wealth planner on record has the option of the employer to liaising directly with EQ-Corporate on administrative request). Processing request types: We will ensure upfront requirements management and submission to Liberty Corporate Benefits and regular communication to the Wealth Planner, Personal Assistant and or Employer on outstanding requirements, estimated time of completion, progress updates and final resolution submitted request.

Monthly contribution schedules  Benefit statements  Investment Portfolio Changes  Withdrawal Claims  Retirement Claims  Funeral Claims  Death Claims  Disability claims

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New business and enhancements We will partner with our Wealth Planner and Liberty Corporate Specialist at application stage to act as a liaison between the Underwriters and the members on matter pertaining to the risk benefits. This process will include: Completion of the tele underwriting consent form per member and submission to Liberty Corporate underwriting. Tracking of the tele interview. Loading and tracking of the nurse’s request for requested bloods. Provide decision letter to the wealth planner and member.   Ensure that fund pack in respect of insured benefits are issued and examined for submission to the wealth planner.

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Retail leads opportunities on existing funds: EQ-Corporate gather full member information on each fund, we will then partner with EQ-FIN Client Experience Centre to distribute and track these leads. This will assist our Wealth Planners to ringfence there existing funds, drive there retail new business submission and promote fund retention as the Wealth Planners will not only have a relationship with the decision makers.  Reporting information: EQ-Corporate will provide each Wealth Planner with a consolidated weekly report of all processing requests submitted.  Anniversary/ Renewal  Prepare of renewal packs which will include the member benefit statements one month before the renewal month, this will be distributed to the wealth planner. EQ-Corporate will provide each Wealth Planner with a consolidated list of anniversary/renewal date, member size, fund value and API.

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Request Type EQ-Corporate Entry Point Liberty Corporate Entry Point Monthly contribution schedules  risha.magoo@liblink.co.za payroll@liberty.co.za  Benefit statements  risha.magoo@liblink.co.za lcb.customerservices@liberty.co.za  Investment Portfolio Changes  risha.magoo@liblink.co.za lcb.customerservices@liberty.co.za  Withdrawal Claims  risha.magoo@liblink.co.za lcb.customerservices@liberty.co.za  Retirement Claims  risha.magoo@liblink.co.za lcb.customerservices@liberty.co.za    Funeral Claims  risha.magoo@liblink.co.za lcb.customerservices@liberty.co.za  Death Claims  risha.magoo@liblink.co.za lcb.customerservices@liberty.co.za  Disability claims  risha.magoo@liblink.co.za lc.disabilities@liberty.co.za

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Please take note of the following:  Please include the claim type description e.g., Withdrawal claim,    as well as your fund or participation and member number in the subject line in order to ensure a smooth workflow and work allocation process so that we can provide the best service possible.  EG: Withdrawal claim, as well as your fund or participation and member number Withdrawal Claim, Joe Soap (PTY)LTD, 001600008, Emma Stein, M5875M  Liberty corporate Benefits (LCB), Liberty Corporate Umbrella Funds (LCU) turnaround times will apply however with the enhancement of EQ-Corporates upfront requirements management and tracking our Wealth Planners will be able to manage the Employers expectation and provide continuous feedback throughout the process. NB : A Full procedure guide on each processing request types has been created for ease of reference for our Wealth Planner, Personal Assistance and or Employer.

All telephonic queries or questions can be directed to Risha Magoo.  Email:  risha.magoo@liblink.co.za   Cell: 073 295 4073

EQ-Corporate Operations

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