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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Feature Request
Reporting / Exports / Searches
Almost 2 years ago

James Brown
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Accepting Feedback
Feature Request
Reporting / Exports / Searches
Almost 2 years ago

James Brown
Get notified by email when there are changes.