We've rolled out an update on the New Business Events that quite a few people have asked for including:

Additional contribution types:

• Advice Point

• Pension Transfer

• Switch

• Notes box

Premium / Contribution & Frequency- now optional

Status and Proposal Date

• Proposed

• Accepted

Start Date - only mandatory where Status = Accepted

Additional Filters and column headings

• Client Level

• Plan Level

• New Business Events Summary Report

• New Business Export

We hope these changes help!