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.