Step 1: Login to the platform as per usual

Step 2: Once you are logged in, open the left-hand bar with the three stripes. Select the “Commissions” option

Step 3: Scroll down and select “Commission Paid” option:

Step 4: Select the product you want to download the statement for. This will be the time to differentiate between which product's commission statement you require; e.g., Health, Life and Invest, Insure, Vitality etc.

Select the effective month you want to download the statements for and click on "Show report"

Step 5: A preview of the commission statements should appear per employer, however we should change this to "per client".

Click on the download button on the right-hand side to download an Excel workbook:

Your statement should automatically download and will include all the detail needed for successful upload.