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Dear [firstname,fallback=],
The key enhancements that have been made to the Elevate platform on 9th December 2010 are as follows: |
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When setting up a third party bond the ‘name of existing policy’ field will now be limited to fifty characters. This was previously allowing input of more than fifty characters, which was preventing the account from activating correctly. [186414] |
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New Clients
When setting up a third party bond the ‘name of existing policy’ field will now be limited to fifty characters. This was previously allowing input of more than fifty characters, which was preventing the account from activating correctly. [186414] |
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Existing Clients
When setting up a third party bond the ‘name of existing policy’ field will now be limited to fifty characters. This was previously allowing input of more than fifty characters, which was preventing the account from activating correctly. [186414] |
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Business Management
When setting up a third party bond the ‘name of existing policy’ field will now be limited to fifty characters. This was previously allowing input of more than fifty characters, which was preventing the account from activating correctly. [186414] |
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Research
When setting up a third party bond the ‘name of existing policy’ field will now be limited to fifty characters. This was previously allowing input of more than fifty characters, which was preventing the account from activating correctly. [186414] |
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Model Portfolios
When setting up a third party bond the ‘name of existing policy’ field will now be limited to fifty characters. This was previously allowing input of more than fifty characters, which was preventing the account from activating correctly. [186414] |
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Client Documents
When setting up a third party bond the ‘name of existing policy’ field will now be limited to fifty characters. This was previously allowing input of more than fifty characters, which was preventing the account from activating correctly. [186414] |
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Admin
When setting up a third party bond the ‘name of existing policy’ field will now be limited to fifty characters. This was previously allowing input of more than fifty characters, which was preventing the account from activating correctly. [186414] |
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Overall Functionality
When setting up a third party bond the ‘name of existing policy’ field will now be limited to fifty characters. This was previously allowing input of more than fifty characters, which was preventing the account from activating correctly. [186414] |
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Platform Response
When setting up a third party bond the ‘name of existing policy’ field will now be limited to fifty characters. This was previously allowing input of more than fifty characters, which was preventing the account from activating correctly. [186414] |
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Please click here to view the full list of enhancements on the Dashboard.
Any fixes to specific client accounts have been communicated directly to the adviser.
For any further details, please contact our Customer Response team on 0845 777 6666 |
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