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Building a Report
VIDEO: An overview of the different report types
Overview of the different report types
How do I write an (annual) review report for an existing client?
How do I write a Continued Suitability Report for an existing client?
How do I write a basic fund switch report?
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The Report Template Library
VIDEO: An overview of the Report Template Library
What is the Report Template Library?
How do I create a report template?
How do I edit a report template?
How do I clone a report template?
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Creating a report
VIDEO: Creating the framework for a report
How do I create a report for an existing or new client?
What is the difference between the 3 methods you can use to create a report?
How do I write a report for joint private clients?
How do I clone a report?
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The Report Builder
VIDEO: The Report Builder
What is The Report Builder?
How do I change the order the sections come out in my report?
How do I remove a section from a report?
How do I remove the Table of Contents from a report?
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The section wizards
VIDEO: How to write a report: The Introduction section
VIDEO: How to write a report: A review section
VIDEO: How to write a report: A recommendation section
VIDEO: How to write a report: The Recommended Investment Strategy Section
VIDEO: How to write a report: The Important Information section
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Specific step info
Changes to the Plan Charges step in readiness for MiFID II
How is the Aggregated Total Charge calculated in the Plan Charges step?
How is costs and charges disclosure dealt with in the new Review Report 2.0 and Continued Suitability Report?
How do I copy the charges from one plan to another within the Plan Charges step?
New Plan Charges Shortcut - Investment-related charges copied to Plan Charges step
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Help Desk Software
by Freshdesk Support Desk