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Vulnerability Report

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?

Status: Completed1 comment

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Comments1

  • David Pegler

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    May 20

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    Merged request

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    3 votes

    Export vunerable clients

    Could we add a filter in the client export to only export clients marked as vunerable?