Monthly Archives: February 2018

Small changes including: Capital Gains Tax Certificates 1. Bulk Capital Gains Tax Certificates can now be generated, per product, for a selected financial year 2. Interim Capital Gains Tax  Certificates can be generated on individual investment accounts, covering a date range as selected For more information see Capital Gains Certificate in the System Guide Refer to your […]

Small changes including: Password protection on e-mailed statements Statements that are e-mailed to clients or advisors can now be password protected. The statement password will be the ID number of the client, as on the system, in the case of a person. In the case of a company the password will be the registration number […]