Upgrade Completed - New Features

Attitude to Risk (ATR)

New types of ATR are now supported. You can now specify Investment ATR, Capacity for Loss, Mortgage ATR and/or Protection ATR as applicable. Also you can detail different ATRs for Mr & Mrs (or two clients) if needs be.

Default wordings for the new categories of ATR have been set but these can be customised and you can define your own ATR definitions by using the My Admin button (then click My Info and then click Back to Start) when logged in (for Company Accounts the SuperUser can access this). A video tutorial (number 1) accessible via the link below can be viewed explaining how to create/edit your own bespoke ATRs.

http://www.ppol.co.uk/website/support/video-tutorials.htm

Charges & Fees

A new-look comprehensive charging question in each review & recommendation section replaces the old style remuneration question and charges tables.

Charges are now split between Entry, Ongoing, Event-Based and Exit categories. Any charge that is not applicable to your report leave blank and it won't appear. (If you leave everything blank then no charging details will appear!). A neat table detailing the charges entered will be inserted in the relevant review or recommendation section. In addition a summary of all the charges is included in the Important Information section together with a key explaining what the charges mean.

As always the Template Editor facility can be used to customise the wordings or exclude paragraphs with the changes then applicable to all your reports (for Company Accounts the SuperUser can access this).

Forthcoming PPOL Upgrade

The next upgrade (scheduled for February) will include new sections for Investment Proposition Recommendation and for Investment Proposition Review; a new investment subsection for Junior ISAs and a new option for a corporate style introduction.