Logo Help Center
Back to Help Center Submit a request Sign in

  1. MiiiA Support
  2. D365 FinServices
  3. Compliance

Disclosure & Opt-In Dates

It is easy to accurately track your Fee Disclosure & Opt-In obligations.

The first step is to manage some key data in your Contact records.

Link

For help using this data to manage the relevant processes, please see the
Generate Fee Disclosure & Generate Opt-In Renewals articles.

 

Locate Key Fields

  • Navigate to a Contact
  • Select the Preferences Tab

OFA Start Date

Set the date the client's Ongoing Fee Arrangement started.

Info

This date is to reference the start of your ongoing arrangement and is for informational purposes only

Next Disclosure Date

Set the date the client requires the next Fee Disclosure Statement

 

Tip

If you are using our built-in AFDS functionality this date will be automatically updated as necessary.

Next Opt-In Date

Set the date the client is required to be issued the next Opt-In letter.

Tip

If you are using our built-in Opt-In functionality this date will be automatically updated as necessary.

 

 

Was this article helpful?

    © MiiiA Pty Ltd