the new fcnb portal0104.nccdn.net/1_5/240/0f8/00a/fcnb-pensionsystem-intro... · 2016-10-11 · the...
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ThenewFCNBportal
Bringingpensionregulatoryprocessesonline
JakevanderLaan,CIO
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Attheendofthiswebinar,youshould:
• haveagoodsenseofhowournewportalworks• understandthenewfunctionalitytobeaddedsoon
relatingtoprocessesunderthePensionBenefitsAct• knowaboutresourcesavailabletoassistyouasyou
startusingtheportal
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https://portal.fcnb.ca
• Newpensionplanregistrations,amendments,windups,transfers
• AIR,AVRandallotherfilings• StandardcontractregistrationsandLIF-RRIF
transfers• Comingthisfall!
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Beforeyouconnecttotheportal
• Pickanemailaddresswhichyoucheckregularly• Consultourresources:• Regulatory“BeforeYouBegin”guides• PortalBasicsguide• Specificprocessguides• Allavailableathttp://fcnb.ca/portalfaq.html
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Generalportalfeatures
• Dynamichomepagebasedonyourtypeofaccount• Autosaveofprocessesaftereverystep• Yellowhelptextonalmosteverypage• Consistentfunctionalitythroughout• Emailmessagingandreminders• Support:[email protected]
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Creatinganaccount
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gotoprocessspecificslides