Just had our annual compliance audit and it was suggested that the FCA could request MI on our vulnerable clients. Can a report be included to show all of our vulnerable or potentially vulnerable clients?
Just had our annual compliance audit and it was suggested that the FCA could request MI on our vulnerable clients. Can a report be included to show all of our vulnerable or potentially vulnerable clients?
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Completed
Feature Request
Reporting / Exports / Searches
Over 2 years ago

James Brown
Get notified by email when there are changes.
Completed
Feature Request
Reporting / Exports / Searches
Over 2 years ago

James Brown
Get notified by email when there are changes.