Interim Web Release - 13 January 2023

Dear Client,

We are pleased to advise you of our latest software release which is planned for tonight, 13th January 2023. The release includes the following:

Improved Features and Enhancements:

1. Allow cash transfer option as part of Stocks & Shares JISA transfer. For JISA applications, we now allow for transfers to be made in cash where an existing Stocks & Share JISA has been selected.
2. Display only certain transaction types in the Instructions section of the Accounts screen. In the Instructions section of the Account Details screen, we no longer display all instruction types created via the Order Upload functionality and instead only display the Raises.
3. Addition of FCA details for the firm and the Adviser in the application form. Refined the firm and adviser details block at the end of the ‘Financial Adviser Details’ section to make the labels conform to FCA standards and to include the Firm FCA Number too.
4. MIS overrides at customer level. Firms can now request we enable/disable the MIS option in the application journey for any products they use.
5. Increased the investor username field length to 50. The username field now has increased the maximum length from 32 to a maximum length for input of 50.
6. Validation for an account submission where a model within MIS is no longer available. Saved MIS applications with a sub-model that has since been set to NDP (Not displayed) will no longer allow progression of the application until a valid model has been reselected.
7. Included transaction costs in the SIPP illustration. The Elements illustration engine now includes the transaction costs for instruments as part of the breakdown.
8. DD application form to reflect the selected collection date. The application form now correctly details the selected date for DD collection in environments that allow any day DDs.
9. Display newly supported marital statuses correctly in the Application form. The application form now correctly details the martial status name where one of the newly supported statuses are selected for the investor.
10. Display correct platform fee in the Illustration PDF. Associated charge values displayed correctly in the Illustration for multi-tiered platform fees set up.
11. JISA transfer warning message to display for type Stock or Both only. When opening a JISA account, the stocks and shares transfer warning is now only displayed if the existing JISA option is enabled and either ‘Stocks & Shares’ or ‘Both’ for the type is selected.
12. Removed beneficiary options from Curtis Bank SIPP/SSAS products. Curtis Bank SIPP/SSAS products no longer display the Death Beneficiary options in the application journey.

Should you have any questions then please contact the Customer Services Team by clicking the ‘Contact Customer Services’ button below. 

Kind regards

Douglas Boyce

Managing Director