Dashboard » News » Key Dates in Xplan

Key Dates in Xplan

As part of Good Governance we discussed the need for practices to be capturing the Key Dates for clients in XPlan. One of the efficiencies that will be gained will be the full automation of the FDS and renewal notices individually and in bulk. You can input this information under Service > Client Reporting/Key Dates as well as Service > Reviews. Furthermore, you are able to run a report from XPlan from Admin > Integration > Xport > Key Dates to ensure that these fields in XPlan have the required data. If you have any issues around generating this report please contact Megan.

More from this Edition

·       Note from Annick

·       Welcome to our new team members

·       Changes to CPD Requirements

·       Investment Service Transition

·       FASEA Code of Ethics – Discussion sessions

 ·       Economic Update

·       Upcoming events & webinars

·       All things ongoing service agreements

·       Culture of Ethics in Financial Advice

·       Service Model Pricing Update

 ·       Key Dates in Xplan

·       Setting up a referral arrangement

·       Code of Ethics – FASEA releases updated draft guidelines

·       Kaplan Professional study Period

·       FASEA Exam Sittings

Go Back
Dashboard » News » Key Dates in Xplan

Key Dates in Xplan

As part of Good Governance we discussed the need for practices to be capturing the Key Dates for clients in XPlan. One of the efficiencies that will be gained will be the full automation of the FDS and renewal notices individually and in bulk. You can input this information under Service > Client Reporting/Key Dates as well as Service > Reviews. Furthermore, you are able to run a report from XPlan from Admin > Integration > Xport > Key Dates to ensure that these fields in XPlan have the required data. If you have any issues around generating this report please contact Megan.

More from this Edition

·       Note from Annick

·       Welcome to our new team members

·       Changes to CPD Requirements

·       Investment Service Transition

·       FASEA Code of Ethics – Discussion sessions

 ·       Economic Update

·       Upcoming events & webinars

·       All things ongoing service agreements

·       Culture of Ethics in Financial Advice

·       Service Model Pricing Update

 ·       Key Dates in Xplan

·       Setting up a referral arrangement

·       Code of Ethics – FASEA releases updated draft guidelines

·       Kaplan Professional study Period

·       FASEA Exam Sittings

Go Back