Starting at the beginning, FOFA Compliance Account Setup is part one of 2 FOFA Compliance webinars. The sessions focusses 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
The follow up session will cover off creating the FDS & Opt in letters and recording their delivery.
Duration: 30 min