Elite Advisers
- Minimum NUB Score requirements
- The adviser needs to produce at least:
- 2,409,000 CY NUB Score; and
- 7,008,000 2-year Score
- Ranking is determined by measuring Score over two years, i.e. “2-year Score”. (PY Score x 1) + (CY Score x 2) = the “2-year Score” which determines the ranking.
- NUB Retention Index rule
- Applicable if 12-month rolling Recurring Premium NUB Score is > 40.00% of the total Score.
- Penalised in accordance with the table below:
12-month NUB Retention Index
| All Advisers excluding SCS advisers |
SCS Advisers |
|
Penalty |
| ≥ 88% |
≥ 78% |
No Penalty |
| 87.00 - 87.99% |
77.00% - 77.99% |
20% of RP NUB Score |
| 86.00% - 86.99% |
76.00 - 76.99% |
30% of RP NUB Score |
| 85.00% - 58.99% |
75.00% - 75.99% |
40% of RP NUB Score |
| < 85.00% |
< 75.00% |
Disqualifications |
- Replacement Ratio
- Replacement-Score > 25% of total RP Score will not be recognised. Replacement-Score between 15% and 25% of total RP Score will be reduced by 50%.
-
Detail rule document is available on SanPort: Info Centre / Competition and Awards
