The 10 - Year Partner Program Report (Loyalty Report) screen displays all the accounts under an advisor which has either an MFR paid or predicted to pay out the MFR within the next 8 quarters (i.e. within 2 years).This report can be accessed by the Advisor/Dealer/Call Centre users.

The 10 - Year Partner Program Report (Loyalty Report) is generated based on the provided Dealer and Rep Code. The data are sorted based on the Eligibility, Investor Name, Account Number and Dealer Account Number.

You can access this screen by clicking the 10 - Year Partner Program Report sub tab under the Advisor tab on the left menu panel.