11:30 a.m. FOFA compliance producing FDS & Opt in documents
Presenter: Deborah Graham
This is the second part of our FOFA Compliance sessions. Now that you have setup AdviserLogic with service levels, FDS & Opt in dates and uploaded client fees, we can look at creating client FDS & Opt in letters. This session will cover off; producing FDS & Opt in letter, tracking delivery, FDS & Opt in reporting and quick docs.
We will look at producing FDS & Opt in documents - individually & in bulk and the associated.