adding a new protection plan ask for who the selling adviser is. Whilst this can be left blank, it would be helpful to understand if a plan is a plan originally advised on by the firm, or a plan subject only to a transfer of servicing (thus no liability for the initial advice).
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Completed
Feature Request
Plans
Over 3 years ago

Nick Smith
Get notified by email when there are changes.
Completed
Feature Request
Plans
Over 3 years ago

Nick Smith
Get notified by email when there are changes.