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FOFA compliance producing FDS & Opt In documents
This is the second part of our FOFA Compliance sessions. Now that you have setup AdviserLogic with service levels, FDS & Opt in dates and uploaded client fees, we can look at creating client FDS & Opt in letters.

We will cover off;
• Producing FDS & Opt in letter
• Tracking delivery
• FDS & Opt in reporting
• Quick docs

Duration: 30 min

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Aug 18, 2020 11:30 AM in Canberra, Melbourne, Sydney

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