Compliance - FOFA: FDS Checklist

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  FOFA (FDS and Opt-In) Overview <Description> Further information on Opt-in Dashboard Widgets here  Managing your FOFA Clients FOFA Dashboard Widgets The FOFA Dashboard will assist you in monitoring your clients’ service arrangements and upcoming or ...

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  FDS and Renewal Notices Overview You are able merge Fee Disclosure Statements (FDSs) and Renewal Notices for an individual client and for groups of clients in bulk. A range of fee disclosure options are available to support the different fee ...

• Compliance - FOFA: Managing your FOFA Clients - Capturing FOFA Data - Clients

  Capturing FOFA Data for Clients Overview You have the ability to capture each client’s FOFA data in the Client Menu at FOFA (FDS & Opt-In) > FOFA Data. Important Notes You can periodically conducts Overdue FDS and Opt-in reporting in XPLAN to assist ...

• Compliance - FOFA: Managing your FOFA Clients - Updating FOFA Data

  Updating FOFA Data Overview FOFA Details Opt-in Renewal Details Learn how to use the Renewal tab of the Opt-in area of Client Focus. To view the IRESS Insights Video, please view the following link here . (Created by Anthony Derriscott on Feb 28, ...

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