We’ll be making gradual product improvements and we're keen to let you know about the latest PROTECT updates available from 6 March 2024 (V1.05)
[UPDATE]Leading Member Approach content section will now ALWAYS be included in the advice report regardless of whether a Leading Member strategy was selected.
[UPDATE] Fix for the downloaded Word Doc Report showing random "code" in the Our Recommendation section.
[UPDATE] Guardianship of Children content will only be included in the report if Guardian details are added on the report builder step. [UPDATE] The selection of Beneficiaries is currently part of the Wealth Transfer Plan. We are moving this to the Recommendations tab instead to be entered when the strategy is selected not when the strategy is linked to an asset. PLEASE NOTE: for all previously saved reports the Beneficiaries have to be re-selected as these will all be reset with this change.
[NEW] Instructions on how to add assets. When a user has not added any Assets for the Client Group you will see instructions on the Wealth Transfer Plan tab instead of seeing a blank space.
[UPDATE] Footer of the downloadable Word Doc Report now includes a new reference - DRAFT FOR DISCUSSION PURPOSES on each page of the Protect Report.
[UPDATE] Cover letter subject now dynamically added to the report content. User can also customise this on the Cover Letter tab.
