Documents; "Client Interest Advice" document has been added

A "Client Interest Advice" Document is now supplied with finPOWER Connect as a "Word Document".

What this means is:

• The following files are now supplied:
• "Client_InterestAdvice.docx"
• "Client_InterestAdvice.xml"
• There is no requirement for Microsoft Word to be installed on the PC publishing this document.
• By default a PDF file is created.

To set up the Document in finPOWER Connect:

• From the Admin menu, select Documents.
• Click the "Import" action.
• Locate and import the "Client_InterestAdvice.xml" file in the Templates folder.
• Save the new Document record.

Of course, as with any sample document, you must ensure it is fit for your purpose before using.

WARNING: In New Zealand this not a replacement for the IR15 Tax Certificate - which is setup to comply with IRD requirements.

Note, the code for this Document is "CIA".