This is mainly for FCA/External compliance reporting purposes.
Our current register has an Advice Type dropdown. This has been indispensable if Compliance have asked for, for example, all new pension transfers in a set date range, as we can filter by what we need.
I assume this would be useful to most firms, and possibly would make more sense to have in place of the current "Contribution Type" options. Screenshot for reference of what options we have with our register.
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Completed
Feature Request
New Business Events
Over 2 years ago

Stuart Boyle
Get notified by email when there are changes.
Completed
Feature Request
New Business Events
Over 2 years ago

Stuart Boyle
Get notified by email when there are changes.