Latest Updates 🚦 December 9th 2021
Bug Fixes
Fixed an issue with the document uploader timing out when trying to upload documents.
Fixed a bug where allocated funding was not registering correctly after the Target Bank was changed.
Improvements
The default wording in the Statement of Advice has been changed to more accurately represent situations in which clients do not have any existing insurance.
Updated the Submitting Adviser / Opportunity Owner wording to be consistent.
Updated the default wording in the Proceeding with Recommendations page in the Statement of Advice.
Calculator Updates
The Cooperative Bank calculator has been updated from V5.0 to V5.1.
The ASB Calculator is now showing correct rental income frequencies.
We will be discontinuing TSB calculator updates moving forward.