Feb Upgrade Completed - New Features

Investment Proposition Recommendation

• This new section allows a new proposition to be recommended for a new or existing client. The section will allow the user to choose from the following criteria: Wrap or Platform; Advisory or Discretionary Mandate; Investment Strategy; Asset Allocation; Investment Style & Investment Research.

Junior ISA

• Junior ISA has been added to the Investment Recommendation section.

Corporate Introduction

• A new option at the beginning of the Introduction now allows the selection of a corporate client (rather than an individual) with relevant wording in the resultant report.

Forthcoming PPOL Upgrade

The next upgrade (scheduled for March) will include new section for Investment Proposition  Review complete with its own Introduction section.