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Managing your FOFA requirements in AdviserLogic
The session focuses on setting up your AdviserLogic account so it is ready to produce your FDS and Opt in documents when needed.

We will cover:
- setting up service packages and linking to clients
- managing FDS & Opt in dates in client records
- uploading client fees into AdviserLogic.

Duration: 30 min

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Mar 16, 2021 12:30 PM in Canberra, Melbourne, Sydney

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