Added ‘Company Address’ to the Fact-Find for all ‘Self-Employed’ types on the Advisor portal

A new field is available during the Fact-Find to capture the registered address of the Clients company if the Client has selected ‘Self-Employed’ during the employment section of the Fact-Find.

Added ‘Accountant Details’ to the Fact-Find on the Client facing portal

The new ‘Accountant Details’ fields are now available on the client facing portal for your clients to complete.

· Firm Name

· Individual Contact

· Telephone

· Email

· Qualification

· Address

Added to Fact-Find PDF export

Two existing fields will now display when you export the Fact-Find to PDF if they have been filled.

· Vulnerable Client details

· Accountant address