Having Vulnerable as a question in the protection FF and into the reports
we wondered if it would be possible to incorporate the vulnerability section into the protection Fact Find?
We believe it would be beneficial to have an option to mark ‘yes’ or ‘no’ regarding client’s vulnerability during the protection process and include any relevant comments. Having this feature in the Fact Find that would allow us to generate a report, similar to how we do for the mortgage side would be really useful.
Do you think this is something that could be implemented?
2
votes
Larissa Tait
shared this idea