Posting for Qi Financial @Jane Dearing @Tracy Sansom & co. Need more detail on charges and performance to meet MiFID requirements. Otherwise you might as well just pull the data off each platform individually. Valuation report not currently solving any problems, nor adding value.
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Feature Request
Valuation report
10 months ago

Abi Hortin
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Accepting Feedback
Feature Request
Valuation report
10 months ago

Abi Hortin
Get notified by email when there are changes.