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Section Name |
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. |
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.
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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. |
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. |
|
About the Company |
This is customisable as part of your on boarding process. |
Text is not customisable within the wizard but can be managed through user & group settings. |
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The Advice Process |
Explanatory text outlining the advice process from initial contact to receiving ongoing advice and what the client can expect each step of the way. This section also outlines what services you provide. |
Text is not customisable within the wizard but can be managed through user & group settings.
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Clients Goals |
A letter to the client outlining the financial & lifestyle goals the client has indicated they would like to meet. |
You have the ability here to use the tick box method to address what is in scope, or you can use a free text field to type what is in scope as part of the advice.
If you use the free text option, practices have the ability to store their standard text as Manage Field content in Xplan.
For Advice Limitations practices have the ability to store their standard text as Manage Field content in Xplan. |
|
Scope of Advice |
Scope of Advice given (chosen via tick box in the wizard). |
Practices will have the ability to change the heading for this page as part of the set-up process.
If you use the free text option, practices have the ability to store their standard text as Manage Field content in Xplan.
For Advice Limitations practices have the ability to store their standard text as Manage Field content in Xplan. |
|
Services |
An outline of the service package you have recommended to the client. |
Text is not customisable but can be managed through user & group settings. |
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Fees |
An outline of the fees paid broken down into initial and ongoing and method payment for each. |
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; however, the table style can be customised via user group settings. |
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Signature Section |
Client declaration and signature section. |
This text is not customisable. |