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FSP Form Filling Guidelines

FSP Form Filling Guidelines. FSP form should be filled in BLOCK letters in black ball point pen. FSP has to sign on each and every page of FSP form. Latest Color Photograph should be pasted in Box in proper alignment & Signature should be done in prescribed Box only.

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FSP Form Filling Guidelines

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  1. FSP Form Filling Guidelines • FSP form should be filled in BLOCK letters in black ball point pen. • FSP has to sign on each and every page of FSP form. • Latest Color Photograph should be pasted in Box in proper alignment & Signature should be done in prescribed Box only.

  2. FSP Form Filling Guidelines • For DL ‘s FSPs– DL’s CG Code to be mentioned in the field “UM/BP Code” and DL’s advisor code in “UM/BP Application No. “ field • If DL’s CG Code is not generated – • 1. Dummy DL Code to be entered in the field “UM/BP Code” field • 2. It is mandatory to enter Advisor Code in “UM/BP Application No. “ field of DL whose CG code needs to be generated

  3. Personal Information on FSP form • FSP’s e-mail id & mobile number are mandatory fields while filling the FSP form as they are mandate for Online training and also help FSPs in future communication purpose.

  4. Personal Information • For FSP from rural area following fields are mandatory • Rural Code, District Name,Tehsil & Village Name • Process to get above details: • Go to Intranet • Click on Applications • Click on Location Classified Module

  5. Personal Information • After clicking on Location Classified Module - Select State, District, Tehsil & Village to get Rural Code. • If the Rural code is not available, then please note it is not a Rural Area.

  6. Personal Information screen in AMS • Fill Rural Code, District, Tehsil & Village in below mentioned fields.

  7. Personal Information on FSP application form • On the FSP form refer point #12 • Fill Basic Qualification, Board Name, Roll Number, Year of Passing • No supporting documents are required if you are submitting the Graduation proof.

  8. Training & Exam Details • Exam Center & Exam Language: Mention correctly as NSEIT- (Centre Name) - same can be checked in AMS for reference • While UM profiles FSP on navigator, he gets a drop down to select the centre name. • Precaution has to be taken while selecting the mode of language.

  9. Re-Login of FSP due to TCC expired of Old FSP • For existing valid URN with ICICI Prudential Life Insurance please mention previous URN No & Previous FSP No for tracking history or details of FSP. • Validity of URN is one Year.

  10. Training & Exam Details • For TCC Expiry Case having valid URN with ICICI Prudential Life Insurance please select Retraining as Yes while profiling FSP in Navigator.

  11. License Composite request • Composite conversion case - In case an advisor who is currently licensed with General Insurance Co. and also want to be associated with ICICI Prudential Life Insurance Company Ltd., then copy of valid General Insurance License is required.

  12. License Transfer Process • LicenseTransfer Case - In case of an existing Life insurance advisor of some other insurance company, who is interested to be associated with ICICI Prudential Life Insurance Company Ltd. • Mandatory document required Copy of NOC on the company letterhead . Copy of valid life License.

  13. DOPS Microsite • FSP FOS related details updated by CDOPS team will be now available on DOPS Microsite on daily basis (http://10.16.218.153:90/DOPSNEW/index.htm) • Code Generated Report (FOS codes created by EOD) • Code Creation Pending with Remarks (FOS codes creation on hold due to de-dupe / discrepancy) • Composite cases  (All Composite request placed on IRDA portal by CDOPS team and status of the same) • Transfer cases (All License transfer request placed on IRDA portal by CDOPS team and status of the same is available.) • Welcome kit Dispatch Details (License and welcome kit of advisors and dispatch status) • IRDA Status Report (All FSPs that are registered on portal are updated on daily basis. ) • Upload Error Report (All Portal Rejected FSPs) • Re-exam Scheduling Status (All Re-exam fee paid FSP status with details are updated on daily basis).

  14. Important Links • AD Point – \\10.24.115.20\adpoint * Tracker - \\10.24.115.20\adpoint\FSP_Tracker * Exam Center Address -\\10.24.115.20\adpoint\FSP_Tracker\NSE.IT Online Examination Centres • AD MIS - \\10.24.115.20\ad-mis * Score Card - \\10.24.115.20\ad-mis\Score Card * Re Exam Fee Waiver Pool - \\10.24.115.20\ad-mis\Re Exam Fee Waiver Pool * CDOPS Rejection - \\10.24.115.20\ad-mis\CDOPS Rejection Portal Rejection - \\10.24.115.20\ad-mis\Portal Rejection

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