From Steve:
In the personal detail there is nowhere to input assets & liabilities, this doesn't appear in the client fact find when it is sent to the client. It would be also useful to have somewhere we can record ATR, capacity for loss and knowledge and experience. Is this something we can add if so how? or do you have to do it.
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Rejected
Feature Request
Fact Find
Over 3 years ago

Elizabeth Potter
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Rejected
Feature Request
Fact Find
Over 3 years ago

Elizabeth Potter
Get notified by email when there are changes.