With the new bank account section in personal details, it would be good to have these fields available via the factfind for clients to complete in the portal. It will become useful for account opening with the platform, as it’s mandatory with Söderberg.
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Accepting Feedback
Feature Request
Fact Find
18 days ago
Darren Waller
Get notified by email when there are changes.
Accepting Feedback
Feature Request
Fact Find
18 days ago
Darren Waller
Get notified by email when there are changes.