What's New

Comments on Best Interest Issues
To make life easier we have added further functionality to add comments into our Best Interest tab, keeping communication open between advisers, para planners and the compliance team.

Reporting
Building out our High Risk Files, we have added 'Audited By', so that you can now sort by File Name, Financial Adviser or Audited by.

Fixes and improvements

  • Enhanced UI to the "invite a user screen"
  • Enhanced the ¬†UI permissions to prevent users from being able to delete themselves (only Admins can delete users)
  • Fixed the error validation message when a user attempts to delete themselves¬†
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