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FOFA compliance account setup
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

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Aug 6, 2020 11:30 AM in Canberra, Melbourne, Sydney

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