Licensing and Appointments (LNA)

Welcome! In this section of the Learning Center you will find resources to support your use of the Licensing and Appointments (LNA) service. To find the content you need, either use the Search field, view the relevant topics below or browse all learning content from Resources.

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Through Licensing & Appointments (LNA), distributors can send producer license and appointment update information to their carrier counterparties, using either a traditional secured network connection or via the Access platform. This feature helps manage NAIC Suitability in Annuities model regulation for producer training.

 

LNA Schematics

 

 

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ALERT: Maintaining SSIs for Buy-Side Clients

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ALERT: Maintaining SSIs for Sell-Side Clients

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CTM 4.0: Manually Enter Your Trades

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CTM 4.0: Manage Your Trade Exceptions

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CTM 4.0: CTM Matching Concepts

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ALERT: Maintaining SSIs for Buy-Side Clients

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ALERT: Maintaining SSIs for Sell-Side Clients

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CTM 4.0: Manage Your Trade Exceptions

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CTM 4.0: Manually Enter Your Trades

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CTM 4.0: CTM Matching Concepts

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ALERT: Maintaining SSIs for Buy-Side Clients

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

ALERT: Maintaining SSIs for Sell-Side Clients

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam sit amet mauris ac purus imperdiet accumsan id sed nisi. Donec ut pulvinar arcu.

CTM 4.0: Manually Enter Your Trades

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GTR Super Access Coordinator (SAC) Video (Self-Provisioning)

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DTCC Data Services: Corporate Fixed Income Reference Sample Data

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GTR MAS Rewrite: Message Specification

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DTCC Data Services: Corporate Fixed Income Reference Data User Guide

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GTR ASIC Rewrite: Message Specification

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CTM Release Information

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GTR MAS Rewrite: Functional Change Document

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GTR ASIC Rewrite: Functional Change Document

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ITP Data Analytics Product Release Information 2024 Release 2

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ALERT Product Help for Broker/Dealers

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Settlement Instruction Manager Product Help

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