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Version: 4 Classification: Confidential To be used by: AXA Insurance and authorised Intermediaries only

AXA e-Settlement User guide

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Contents This document contains Hyperlinks.

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1. Introduction to e-Settlement 3

2. Broker best practice 4

3. System availability, raising incidents and different user types 5

4. Getting started 6

Accessing e-Settlement and logging on

5. General information 9

6. Reconcile statement 10

Guidelines

Reconcile search

Reconcile screen

Navigation icons

Reconciling your account

Add item

Exit reconciliation

Outstanding items

Complete reconciliation

7. Authorise payment (used by Authorisers only) 20

8. Ad hoc payment 22

9. Statement view 23

Guidelines

Agreed Premium Marker

Download CSV

10. Queries 26

Raise a query

Resolve a query

View resolved queries

View unresolved queries

11. View Reconciliation history 33

12. Printing and saving your files 35

Printing your files

Saving your files

13. Maintenance 37

Add new user

Delete user

Amend user details

Amend agency groupings

Amend bank account details

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1. Introduction to e-Settlement

The e-Settlement facility is a web-based accounts system provided by AXA insurance. It allows Brokers to reconcile and settle their statement of account online, and it is accessed via the imarket industry portal.

When using e-Settlement you can:

View, sort and reconcile your statement of account in real time.

Settle single or multiple account items.

Indicate agreement of premium figures.

Raise a query for any account item which will be sent straight to the relevant resolving department.

View the progress of previously raised queries.

View details of queries resolved by AXA.

View details of premium/commission splits.

Print and download your statement of account.

Authorise reconciled balances for automated payment. AXA will be able to:

Provide Brokers with real time access to their account.

View your reconciliation progress on the account.

Be informed of account items which are excluded from finalised reconciliations prior to authorisation.

Automate the collection of authorised payments through Direct Debit.

Allocate your payments automatically.

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2. Broker best practice The following points are best practice guidelines for Brokers using e-Settlement. These are in line with AXA Insurance’s Terms of Business Agreements, and are generally accepted industry processes for premium collection. Statement reconciliation:

All statement reconciliation groups are to be fully reconciled each month.

All due and overdue account balances should be paid or queried.

Any part-collected premium from an insured should be included in the reconciliation and paid to AXA. (For all such entries a query should be raised to advise AXA the reasons for part collection).

Queries on future due items should be raised in the first month that they appear on the statement.

The ad hoc payment facility should be used for any new items that are not appearing on the statement but need to be settled.

An electronic or paper copy of the reconciled account should be kept as a record by the Broker.

Reconciliations should be finalised in time, to allow authorisation to occur within 3 working days prior to the end of the month.

Payment authorisation:

Reconciled balances are to be authorised at least 3 days before the end of the month.

PINs are determined and owned by the individual authorising user, and should not be shared with any other individual.

PIN reset requests should be sent to AXA immediately to avoid delay in payment.

Terms of Business Agreement credit terms should be adhered to.

You can have a dual ID to reconcile and authorise (This usually shows as ‘Both’). Maintenance:

AXA should be advised immediately of any amendments and deletions to Broker users.

AXA should be advised as soon as possible of any amendments to statement reconciliation groupings.

AXA are to be informed of any changes to bank account details that affect the Direct Debit facility at least 10 days before the next month end payment is due.

Statement view:

Broker to indicate premium agreed by clicking the Agreed Premium Marker.

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3. System availability, raising incidents and different user types System availability:

AXA systems are normally available between 5am and 8pm.

The systems may be available after 9.30pm (except at month end), but this normally cannot be guaranteed.

Raising incidents:

Report any incidents to your AXA Account Handler who will support the resolution of your incidents. Different user types: There are three different ‘user types’ which have access to e-Settlement; ‘Reconciler’, ‘Authoriser’ and ‘Both’.

A ’Reconciler’ will have access to complete the account reconciliation.

The ’Authoriser’ will have access to authorise reconciled balances for automated payment.

A ‘Both’ user type has access to reconcile the statement and authorise payment.

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4. Getting started

Accessing e-Settlement and logging on

Internet Explorer is the preferred browser when logging onto e-Settlement. You can use other browser software to access the system but we cannot guarantee the same results. These instructions have been written to reflect the use of e-Settlement through Internet Explorer. You will also need to log onto e-Settlement via imarket, please follow the instructions below:

Open your browser and enter the following web address: www.imarket.co.uk

If you have already registered with imarket, select ‘Registered User Login’ (1), if you are not registered

select ‘New User Register’ (2)

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The ‘logon’ screen will now be showing. If you have any problems logging on to imarket, either contact

your imarket administrator or contact imarket directly. Selecting ‘contact us’ (4) will bring up the imarket contact details.

Enter your ‘User ID’ (In lower case) (1)

Enter your ‘Password’ (2)

Select ‘logon’ (3).

From the imarket welcome screen, select ‘Products and Services’.

Now select ‘Accounts’.

From the ‘Browse’ section, select ‘Accounts Settlement’.

From the ‘Insurer Websites’ section, select ‘AXAI e-settlement direct link’.

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Main menu screens: Once you have logged on, the e-Settlement Main Menu will be displayed. Depending on your user access,

you will see the Reconciling and Authorising menus.

You will also see the “Message Board” – this gives handy hints and tips and will also notify you of any updates to the system.

If you are a “Reconciler”, the e-Settlement Main Menu will be displayed as shown in the next section.

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5. General information Using the back button Use the ‘Back’ button (1) when returning to the previous screen and not the ‘Browser Back Arrow’ (2), as

this will cause the e-Settlement facility to lock.

F11 toggle key Use the F11 key to toggle between viewing full screen and regular views of the browser window (within

reconciliation only). Print button and saving to a directory Throughout the system clicking on the ‘Print’ button will not automatically action a print. However it will

generate a pdf file, which can be saved to your own directory or printed.

(Click here for further details on printing and saving)

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6. Reconcile statement Guidelines

Only one user at a time will be able to reconcile an account. If another user tries to open an additional reconciliation for your selected reconciliation group, whilst one is in progress, the following error message will be displayed to indicate this:

“Group XXX reconciliation in progress by user XXXX (name of user), only user (XXXX) will be able to re-open the selected group.”

You can reconcile and raise queries at the same time within a reconciliation. Once your reconciliation is in progress you will have the option to suspend it. This will allow you to re-open

the reconciliation again later. If you choose to part pay any entry you will be prompted to raise a query to provide the reason for the part

payment. The “Amount to Settle” field automatically shows the net balance for due or overdue entries if there is no

unresolved query. However, you can override this figure to a different amount. In this scenario you will be prompted straight away to raise a query. The values will be updated when you refresh the screen.

By clicking on an amount in either the ‘Gross’ or ‘Net’ columns you can override the figure in the ’Amount

to Settle’ field. If the amount settled is overwritten to the gross amount, you will also be requested to raise a query.

Where there is an outstanding query for a due or overdue item, the amount to settle will be displayed as

‘Nil’. You cannot override a debit entry to turn it into a credit entry.

For future entries the ‘Amount to Settle’ field will be set to 0.00 with the facility to override. Credit entries that are due back to you are selected in the same way as you would select a policy for

payment, but this will reduce the overall amount payable to AXA.

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Reconcile search By selecting ‘Reconcile Statement’ from the Main Menu you will see the following selection screen:

Explanation of fields - Reconcile search The reconcile search screen gives you the option to select the following fields by clicking on each of the

drop down menus: 1 Group Reconciliation Name - your group reconciliation name 2 Account Item Status - future, due and overdue (future is determined by items not yet due as per credit terms) 3 Sort Order - facility to sort your statement order by:

Policy holder

Policy number

Broker reference

Gross premium

Net premium

Effective date

4 Search criteria - within specified sort order you are able to search on both alpha and numeric data 5 Search - takes you to the next screen 6 Back button - returns you to the previous screen (do not use the Browser Back Arrow)

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Reconcile screen Once you have selected the appropriate fields from the ‘Reconcile Search’ menu, click on ‘Search’ and

you will see the following reconciliation screen.

Select the ‘F11’ key to view the page in full and re-select F11 to switch back to normal view. Explanation of fields - Reconcile screen 1 Account Details List - your reconciliation group name will show here. 2 Sort Order - option to sort your statement into a specific order by using the drop down menu. 3 Account Item Status – to view Overdue, Due, Future or All items. 4 Search Criteria - within sort order, additional search option on alpha and numeric data. 5 Keyword – type in a sequence of letters to search for all policy names containing these. 6 Current Reconciled Balance - total value that you have agreed to pay. 7 Current Item Count - total number of items that you have agreed to pay. 8 Policy Details/Broker Reference - you have the option to type in your own reference within this field. 9 Amount to Settle/Set (tick box) - a tick in the ‘Set’ box column confirms that the figure in the ‘Amt to Settle’ column will be included in the reconciliation balance, which will update when you select ‘Save’ or ‘Page Down’.

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Additionally: Qry - you can view the query or query resolution details by clicking on the ‘Q’ or ‘R’ in this column

(Click here for further details on Queries).

? – by clicking on the ‘?’ next to the appropriate item you can view the premium details

(Click here for further details on Statement View).

Stat - status of items e.g. Due/Overdue/Future.

Account Handler - provides the name and contact details of your dedicated Account Handler. You can email

your Account Handler directly by clicking on the hyperlinked email address. Select All - by clicking on ‘Select All’ you will populate the ‘Set’ box column with a green tick for all the items listed on that current page. Navigation icons Exit Reconciliation - option to proceed to settle, suspend reconciliation or abandon reconciliation. Save - saves all entries on the current page. Page Up – takes you to the next page of entries.

Page Down - takes you back to the previous page of entries.

Add Item - allows you to make an additional payment for items that are not on your statement

(Click here for further details on Add Item).

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Reconciling your account

To settle an item, click on the ‘set’ tick box and a blue tick will populate the box to show the item is

included in the settlement.

If the ‘Amt to Settle’ field (1) is zero, by double clicking on the entry in the ‘Net Bal’ field (2), the ‘Amt to Settle’ box will be populated with the figure that is in the ’Net Bal’ column. A green tick will also be populated in the ‘Set’ box field (3).

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The ‘Select All’ option (4) will automatically populate every ‘Set’ tick box on the current page for ‘Due’ or ‘Overdue’ items with a tick.

If you want to settle a different amount to the figure shown in the ‘Amt to Settle’ field, highlight the amount in the ‘Amt to Settle’ field and over type with the amount you want to pay.

This will automatically generate a tick in the ‘Set’ box and will populate a query for you to explain why the item is being paid at a different amount.

Click here for further details on Queries.

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Add Item From the ‘Reconciliation Screen’, select ‘Add Item’. Then click ‘proceed’. On the following screen you can add items:

Explanation of fields - Add Item Fields prefixed with * are mandatory 1 Cash amount to Pay * - enter the amount you wish to pay. 2 AXA Policyholder * - enter the policyholder’s name.

3 Agency No * - select your agency number from the drop down box. 4 AXA Policy No - enter policy number (if known).

5 Broker Reference - enter your Broker reference (if known). 6 Comments * - details of why the item is being added are to be mentioned in this field.

Navigation icons 7 Add another Item - select if you wish to add another item. 8 Proceed - proceed to next screen.

9 Back - return to previous screen (Do not use the Browser Back Arrow).

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Note: The maximum number of items that can be added in a single reconciliation is 10. Once you have completed the required details either select ‘Add another Item’ to repeat the process or

select ‘Proceed’ to return to the main reconciliation screen. Any additional items previously selected will be detailed on the pending list. If there are no additional items

present in the history, you will see the following screen. Select ‘Proceed’ (1).

Exit reconciliation To complete the reconciliation select ‘Exit Reconciliation’. By clicking on the drop down menu (1) you can select from the following options:

Proceed to Settle - Agree payment amount.

Suspend Reconciliation - Suspends the reconciliation in order to allow you to re-open it again at a later stage.

Abandon Reconciliation - With the exception of queries processed, ‘Abandon’ will reverse all actions applied within this reconciliation. Use with caution!

Select the appropriate option and select ‘Proceed’ (2)

Outstanding items If you have selected “Proceed to Settle” and there are unreconciled or due and overdue items on the

account, the below ‘Outstanding Items’ screen will be displayed. You must raise a query for all due and overdue items not included in your reconciliation to advise the

reason for non-payment. Excluded items will be communicated to your AXA Account Handler (1)

Once you have reconciled or queried all items, click on ‘Complete Reconciliation’ (2) to proceed with payment.

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Complete reconciliation Once you have selected ‘Complete Reconciliation’, a summary of the items selected for payment will be

displayed in policyholder order, including any additional items.

We recommend at this stage you either print a hard copy of this report, or save it electronically.

(Click here for further details on printing and saving)

Once you have selected ‘Complete’ the below screen will now be showing. This screen will ask you to obtain Authorisation (1) and give you the details of the settlement amount for

your account. Select ‘Print’ to print or save your reconciliation (2). Select ‘Main Menu’ (3) to return to the main menu.

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You can now select ‘Exit’. This will take you out of the reconciliation option completely.

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7. Authorise payment (used by Authorisers only) The Authorise Payment option will only appear in the Main Menu f the user is set up as an ‘Authoriser’ of

‘Both’. The Authorised user will be prompted to enter a PIN at the point of authorisation. (Only 3 attempts to enter

your correct PIN are allowed. Requests for PIN re-sets should be sent immediately to your AXA Account Handler to avoid delay in payment).

Upon selection of ‘Authorise Payment’ you will see the following screen; all current mandates will be

shown here, and the screen will also give you details of the reconciliations awaiting authorisation. Reconciliations awaiting authorisation will be represented by a button in the ‘Select’ field.

Explanation of fields - Authorise Payment

1 Mandate Number - the mandate number is linked to the bank details you have chosen to use for your Direct Debit. 2 Sort Code and Account Number - your bank details. 3 Amount - payment amount awaiting authorisation. 4 Item Count - the number of items awaiting authorisation in the reconciliation. 5 Select - by clicking on the ‘Select’ button you will highlight the reconciliation that you want to authorise payment for. 6 History - this will display all payments previously authorised against the selected mandate.

Once the ‘History’ button has been selected you will also see the ‘View Items’ tick box. This allows you to view the reconciliation groups that make up the amount. (Selecting ‘Proceed’ will take you back to the list of all Direct Debit Mandates).

Click on the button in the ‘Select’ column. This will take you to the screen below. Here you can see details of the reconciliation date, the name of the person who completed the reconciliation, how many items make up the reconciliation, and the amount payable.

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Selecting the ‘View Items’ tick box (1) – allows you to view all of the items that make up the amount payable.

When you have selected the mandate for authorisation (2), click on ‘Proceed’ (3).

The payment authorisation screen will now be showing and you will need to enter your PIN.

Enter your PIN (1) and press ‘Proceed’ (2).

You will now see the ‘Authorise Payment Confirmation’ screen as below. Your authorisation is now complete. This screen gives you details of your ‘Payment Reference’ number (1), which is unique to your mandate and the amount you have agreed to pay (2).

Once you have authorised the reconciliation, all reconciled items will be removed from ‘Statement View’. All authorised payments will appear in the AXA bank account in 3 working days via BACS (Banking

Automated Credit Services).

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8. Ad hoc payment The ‘Ad hoc Payment’ facility should be used to make additional payments after you have settled your

main reconciliation for the month. You cannot process an Ad hoc payment during a reconciliation (an error message will be displayed in this event).

By selecting ‘Ad hoc Payment’ from the Main Menu, the following selection screen will be displayed.

As with previous search screens, the ‘Ad hoc’ search screen gives you the option to use the drop down

boxes for you to enter your search criteria. Once you have selected the appropriate fields, press ‘Search’ and you will see the ‘Ad hoc Payment

Reconciliation’ screen.

The Ad hoc Reconciliation will be displayed in the same format as the main reconciliation screen; however

the ‘Amount to Settle’ field will be set to 0.00. The process for an Ad hoc Reconciliation is the same as a normal reconciliation with the exception of the

‘Suspend’ functionality, which is not needed.

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9. Statement view Guidelines You cannot reconcile entries from this screen. The statement view option it is intended for viewing

purposes only. Select ‘Statement View’ from the Main Menu and you will see the below search screen. As with search options in other menus, the ‘Statement View’ search screen gives you the option to select

specific criteria by clicking on the drop down menu for each field. Once you have entered your search criteria select the ‘Search’ button.

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Agreed Premium Marker

‘Agree Premium Marker’ allows you to tick the box against premiums agreed. This is not indicating settlement, just agreement of AXA’s figures. This is useful for High Premiums to indicate Broker agreement.

Navigation Icons - Statement view

1 Main Menu - returns you to the main menu. 2 Download CSV - facility to download all items from a list to a CSV file (see below for further details).

3 Save - saves all entries on the current page. (You will only need this option if you intend to

leave your workstation for a short period of time).

4 Back - return to previous screen. 5 Print - this option will load a pdf file, which contains the details of your statement. 6 Page down – takes you to the next screen of entries. Download CSV By selecting the ‘Download CSV’ button you are able to download all items showing on the list to a

spreadsheet, which you can then upload onto your back office system and use separately. Select ‘Download CSV’ and you will then see the following pop up box.

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Click the ‘Save’ button (1)

You will now see a ‘Save as’ screen and will be able to save the file in your appropriate directory.

Click on the navigate down arrow to select your directory.

Amend the file name if required (ensuring the pdf extension remains).

Select ‘Save’.

You will now see a message ‘Download Complete’.

Select ‘Open’.

The data has now been downloaded into a Microsoft Excel spreadsheet.

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10. Queries

Raise a query

You can raise queries from various menus within the e-Settlement facility. In the ‘Exp’ field (1) there is a question mark against each policy. Click on the ‘?’ (2) to be taken to the expanded item screen. This screen will detail the full breakdown for the specific policy that you selected, and will give you the option to raise a query.

From the expanded item detail screen, select ‘Raise Query’ (1).

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In the ‘Select Query Code’ field, using the drop down box, select one of the below query codes (1):

A - Agency transfer.

C - Commission dispute.

X - Cancelled (upon selection, you will have to input the policy cancellation date).

D - Duplicate documents.

I – Instalment.

L – Lapse.

P - Premium dispute.

N - Client not paid. In the ‘Query Text’ field (2) you must enter the appropriate text, providing full and relevant information that

will allow AXA to understand the nature of your query (for example, for a premium dispute, include the premium amount expected and who it was agreed between in your office and AXA etc.)

Click ‘Proceed’ to process the query (3).

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Once you have selected ‘Proceed’, you will be returned to the screen where you selected the question mark to raise a query (you will notice that there is now a ‘Q’ in the ‘Qry’ column). This is to denote that a query has been raised against a specific entry.

Resolve a query A query can be resolved from any screen that contains the ‘Qry’ field (1). To resolve a query against a

specific policy, click on the ‘Q’ (2) within the Qry field

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The unresolved query screen will now be showing containing the details of any outstanding query on your specified policy. To resolve the outstanding query, click on the ‘Resolve this Query’ button (1).

The resolve a query screen will now be showing. All query details are shown on this screen, which may

include diary details added by an AXA Account Handler or Underwriter, as well as ‘Query History’ which will list any queries previously raised/resolved on this entry.

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It is mandatory to complete the ‘Resolution Text’ field (1), detailing the reason of the query resolution. The ‘Resolution Code’ field (2) automatically defaults to ‘B’ - Resolved by Broker’. Once you have entered the resolution text, click on ‘Proceed’ (3). Once a Query has been resolved it will be removed from the ‘Unresolved’ list and appear in the ‘Resolved’

list.

The ‘Amt to Settle’ field will be updated to show the Net Amount, if the item is either due or overdue. The ‘Amt to Settle’ field will be updated to show 0.00 if the item is not due or overdue.

View resolved queries To view resolved queries select ‘View Resolved Queries’ from the main menu.

You will now see the ‘Resolved Queries’ search screen.

As with previous search screens, you have the option to define your search to a specific criteria by using

the drop down box. Once you have selected the appropriate fields, press ‘Search’ and you will see the following screen

showing all ‘Resolved Queries’ within your specified search criteria.

To see detailed information on a particular query, click on the ‘R’ (1) in the ‘Qry’ column (2).

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From the ‘Statement View’ or ‘Reconcile Statement’ screens, entries with resolved queries will have an ‘R’ in the ‘Qry’ column. To see detailed information of the query, click on the ‘R’.

View unresolved queries

From the main menu, select ‘View Unresolved Queries’

You will now see the ‘Unresolved Queries’ search screen. As with previous search screens, you have the option to define your search to a specific criteria by using

the drop down box. Once you have selected the appropriate fields, press ‘Search’ and you will see the following screen

showing all ‘Unresolved Queries’ within your specified search criteria.

To see detailed information on a particular query, click on the ‘Q’ (1) in the ‘Qry’ column (2).

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The following ‘Unresolved Query Detail’ screen will now be in view, containing the details of any unresolved queries on that specific policy.

Explanation of fields - Unresolved query

1 Unresolved Query ****** - your query reference number. 2 Reason Code **** - the reason the query was raised i.e. Lapse, Commission Dispute.

3 Resolving Department - department your query will be resolved by i.e. Finance. 4 Date Raised - date the query was raised.

5 A/C Month - account month (the month the entry was raised on the account). 6 Type - type of entry - Renewal, New Business etc. 7 Class - class of business. 8 Details - agency and policy details of the query that has been raised. 9 Query - details of the reason the query was raised. 10 Query History - details of all previous raised and resolved queries.

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11. View reconciliation history The reconciliation history option allows you to view all previous reconciliations you have completed and also gives you the option to view all items within that reconciliation. In the ‘Main Menu’ screen select ‘View Reconciliation History’.

The reconcile history screen will now be showing. Using the drop down box (1) on the ‘Group

Reconciliation Name’ field, select the group reconciliation name that you would like to view the history on, and click on ‘Search’ (2).

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The history of all your previous reconciled payments can now be viewed.

Explanation of fields - Reconciliation history

1 Reference - reconciliation reference number.

2 Settle Date - date the reconciliation was settled. 3 Reconciled By - name of the person who reconciled the account.

4 Cash amount - the amount that was reconciled. 5 Items Reconciled - total number of items in the reconciliation.

6 View Items - facility to view all the items within a specific reconciliation. By selecting the ‘View Items’ tick box (6) you will be automatically be taken in to a screen that will show

the individual items that make up the reconciliation. The policy, premium, query and the amount settled details are shown.

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12. Printing and saving your files On selection of the ‘Print’ button, a pop up box titled ‘File Download’ will appear. The pop up box will ask

you to either ‘Open’ or ‘Save’ the file.

Selecting ‘Open’ (1) will allow you to print the current page in pdf format.

Selecting ‘Save’ (2) will enable you to save the information to your own directory in pdf format.

Printing your files Once you have selected ‘Open’, select the print icon.

A print menu will now be showing and you will be able to select your specific printing preferences from this menu.

Once you have selected your printing preferences, click ‘Print’.

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Saving your files

From the pop up box above, select ‘Save’

Select the directory that you will save the file to (1)

Amend the ‘File name’ if required (2)

The ‘Save as type’ field is ‘Adobe PDF Files’ (3)

Select ‘Save’ (4) and the data will be saved to your specified directory.

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13. Maintenance Only users who have been set up as an ‘Authoriser’ will have access to use the maintenance facility. The maintenance facility allows you to:

Add a new user

Delete a user

Amend a user details

Amend agency groupings

Amend bank account details

Once a maintenance request has been entered, an auto-generated email is sent to AXA Insurance who

maintains all Broker profile data. Select ‘Maintenance’ from the Main Menu and you will see the below menu screen.

Add new user This screen allows you to add new users:

Enter ‘Full User Name’ (1) - Joe Bloggs.

Imarket ID (2) (all in lower case) - bloggsj1.

Enter ‘User Type’ (3) - this is either (A) for Authoriser, (R) for Reconciler or (B) for Both.

Select ‘Save’ (4) – this will send the details to AXA for immediate processing.

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Delete user All Users will be listed on this screen with the following details:

User ID (1)

User Name (2)

Imarket ID (3)

User Type (4) To request a user to be deleted, click the ‘Delete’ (5) tick box against the appropriate user. Select ‘Save’ – this will send the details to AXA for immediate processing.

Amend user details Users will be listed on this screen with the following details:

User ID

User Name

Imarket ID

User Type This screen enables you to send a request to amend the ‘User Type’ for an individual, for example from an

Authoriser to a Reconciler.

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In the ‘User Type’ field (1), amend to an ‘A’, ‘R’ or ‘B’ Select ‘Save’ – this will send the details to AXA for immediate processing. Amend agency groupings This screen allows you to request a change to the ‘Reconciliation Code’ that an Agency is currently

attached to from your list of ‘Recon codes’ (1)

Note: You will only be able to select a ‘Recon code’ which already exists on your list, to request a new code please contact your AXA Account Handler. In the ‘New Recon Code’ box (1), type the reconciliation code you wish the Agency to be grouped in. Select ‘Save’ – this will send the details to AXA for immediate processing. Amend bank account details This screen allows you to ‘Print’ a New Direct Debit Instruction

Select ‘Print’

Complete the Direct Debit Instruction and send to AXA at the address above.

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