Address Move in/out dates - not included on FF Snapshot

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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Status

Accepting Feedback

Board
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Feature Request

Date

11 months ago

Author

Alan Chan

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