The move in/out dates are not pulled through to the FF Snapshot.
I don’t understand how the FF Snapshot would differ from the FF that is completed by the client/adviser. The FF Snapshot should show the full factfind. This is required for audit and compliance purposes that we have a snapshot of the FF at the point of advice.
Please include the move in/out dates to the FF Snapshot.
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Accepting Feedback
Feature Request
11 months ago

Alan Chan
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Accepting Feedback
Feature Request
11 months ago

Alan Chan
Get notified by email when there are changes.