Administrators and Account Managers can now: 1. Generate a neat and easy to read PDF Fact Find Form report for your client and prospect in LESS THAN 5 MINUTES! 2. Compile your client/ prospect's KYC/ FNA outcome into a diagnostic report
3. Ability to insert recommendations to address prospect's KYC/FNA results Comments are closed.
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my insurerDigitalising Financial Advisers Archives
February 2021
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