Overview
Provides relevant next steps and supporting documentation for advisors to proceed with client approvals in compliance with local regulations.
by TIFIN Group LLC
Provides relevant next steps and supporting documentation for advisors to proceed with client approvals in compliance with local regulations.
Changing an applications category can recalculate scores for all products of the “new category” and “old category” if the product becomes the highest number of integrations with key apps and non-key apps. Please proceed with caution in making changes to the application category. The updated calculations take effect after you submit changes of the form.