CISR19040 - The Scheme: Agent guidance: Viewing a contractor's Customer Level Agent and Scheme Specific Agent where both are appointed

| CISR19600 | Action guide contents | |—————————————————————————————————–|———————–|

There will be circumstances where a contractor has both a Customer Level Agent and one or more Scheme Specific Agents. These can be viewed as follows:

Customer Level Agent

• From the ‘CIS Main Menu’, select the Contractor record and go into ‘View Customer’. If ‘Agent Details’ are selected from the top right hand corner of the window, the Customer Level Agent will appear.

Scheme Specific Agent

• From the ‘CIS Main Menu’, select a particular contractor scheme for the contractor that you are considering. Then select ‘View Customer’ followed by, from the top right hand corner of the window, ‘Scheme Specific Agent’.

Refer to the Action Guide at CISR19610 for more specific guidance on viewing agents.