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  1. AdviserLogic
  2. AdviserLogic Support Documents
  3. FOFA Compliance

FOFA Compliance

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  • Switching to Transitional Clients Status
  • Next Year Fee Projection
  • Enhancement in Service Fee Disclosure Widget to include Anniversary Column
  • Track Fees & Services in Service Fee Disclosure - Compliance Tab Without Adding Dates
  • Service Fee Disclosure Widget
  • Ongoing Fee Arrangements - From 31 August 2021
  • Setting up your Enhanced FDS template
  • Ongoing Fee Arrangements – From 1 July 2021
  • Conditions for Fee to Come in FDS Report
  • How to use FOFA Compliance
  • How to upload FOFA Fee Data