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Improved FIP invitation in Client File

Improved FIP invitation in Client File 12

Until now, in the Client File, an e‑mail address would be automatically selected by the system when a professional user invites a client to the Financial Investment Plan (FIP). Now, you can easily change this e‑mail address manually via a drop-down menu. The drop-down list that appears contains all the parties that directly or indirectly own the product.

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