Assets and Liabilities
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.
- Area of the system
Status: Rejected
Log in to comment and vote
No comments yet
Be the first to share your thoughts.