In the compliance control centre you can enter all your required clients compliance documents as well as set up notifications to be sent to you, advising you of upcoming important dates for your clients.

The words and symbols within the Compliance and Notifications tab will have familiar connotations, for e.g

•White plus - need to add or input data

•Green tick - everything is OK

•Yellow triangle - item needs to be addressed within 30 days

•Red cross - required data has not been completed

 

These symbols are used for issues such as  -

• Identification details

• FSG and Private Policy

•Review/Disclosure/Opt-in

•Tax file number