A series of updates were rolled out in version 1.3.85.0, bringing you a range of updates and system improvements to explore! Here’s an overview of the key changes:
Entity – Transferred In & Transferred Out Date:
- Entity Transferred In Date: Previously known as ‘Take on Date’, this field has been updated to record the date when new business is transferred in.
- Entity Transferred Out Date: A newly added field designed to record the date when the existing business is transferred out.
These recorded dates are now included in the Entity Summary Report and Complete Entity Export. The Enhanced Entity Filters screen has also been updated.
Isle of Man FSA Reporting: We have enhanced Auxilium Reverto to provide expanded options for FSA reporting, aligning with the available options in the FSA Statistical return. The newly available information is now exportable via the Entity IOM FSA Reporting export, ensuring broader data availability for reporting purposes. The updates are as follows:
- Legal Form Types can now be assigned to Entity Types for improved classification:
- An Eligible Introducer can now be selected under Contact Details:
- Within the Individual Details Screen, Declassified Dates can be recorded for Politically Exposed Persons (PEPs), Commercially Exposed Persons (CEPs), and High Net Worth Individuals (HNWIs).
- To support responses to the FSA Statistical Return questions where customers are identified as Individuals, we have incorporated PEP Classification, PEP Type, and CEP Activity in the Individual Association Export.
These enhancements support improved reporting accuracy and efficiency within Reverto! If you would like to receive this update as soon as possible, please contact us.