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Elevate Platform Update

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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Home

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]

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]

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]

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]

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]

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]

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]

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]

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]

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]

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

 

 

AXA Wealth