This Template includes information that you must include in your Record of Advice.
You can tailor the layout of the template based on your clients’ specific needs and circumstances. Please refer to the following help file: Customising the Template for an Existing Report
To Prepare the Covid-19 Early Release ROA, Navigate to the Reports screen, under the Letters/Minutes section, select the green arrow besides the Covid-19 Early Release ROA to the landing page.
Select Settings and set the following Variables for the Report:
The Accountant will display based on the settings in Fund Relationships.
Click Save Settings.
Select Preview Reports to view the minute.