Wizard Configuration Guidelines - FDS/Opt-In Report

Wizard Configuration Guidelines - FDS/Opt-In Report

FDS/Opt-In Report Wizard Configuration Guidelines

Section

Description

Customisable Content

Cover Page

This is customisable as part of your on boarding process. You can have a single custom cover page per merge template. If you do not supply any cover page template, this section will appear blank.
  • Cover Page Image

The cover page image supplied by you must be 29x21cm, a resolution of 2480 x 3508 and at least 300 PPI and in .jpeg or .png format.

 

Cover Letter

This is customisable as part of your on boarding process. You can have a single custom cover letter per merge template. You can also edit the cover letter within the merge template to suit your requirements. If you do not have a cover letter the standard cover letter template will merge with your document.
  • Text;
  • Header Image;
  • Footer Image;
  • digital signature Image;
  • sign-off signature Image;

The letterhead must have a resolution of 784x247 and measurement of 21x5cm, the footer 790x128 with a measurement of 21x3 cm and both must be at least 300 PPI and in .jpeg or .png format.

Fee Disclosure Statement Details

Outlines the Fees Disclosure date range and the service package snapshot provided.

This area is not customisable, however certain text can be adjusted within the wizard. Other static text is conditioned based on user or group settings.

Complimentary Services

Outlines the complimentary services provided alongside the service package.

Text is not customisable but sections are optional which can be managed through group settings.

Fee Summary

Summary of fees paid under the arrangement.

Certain text can be adjusted within the wizard.

Renewal Notice Cover Letter

This is customisable as part of your on boarding process. You can have a single custom cover letter per merge template. You can also edit the cover letter within the merge template to suit your requirements. If you do not have a cover letter the standard cover letter template will merge with your document.
  • Text;
  • Header Image;
  • Footer Image;
  • digital signature Image;
  • sign-off signature Image;

The letterhead must have a resolution of 784x247 and measurement of 21x5cm, the footer 790x128 with a measurement of 21x3 cm and both must be at least 300 PPI and in .jpeg or .png format.

Authority to Continue

Client authority to continue receiving advisory services.

This text is not customisable.

 

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