Matter Updates - July & August 2024
04/09/2024 - 0 comments
Matter Updates in July 2024
Compliance table update
The Compliance table has been updated with a new look and feel with additional features such as:
- New source of funds checks are applicable in all transactional matter types
- New ability to mark an undertaking as N/A
- New ability to set the Enhanced Diligence type to 'FATF List Checked'
- New fields for opening, interim and closing risk have been added
- Improved labelling and messaging
View the How to use the Compliance Table Information Video for more information.
Conveyancing Details Table Update
The Conveyancing Details table available under Purchase, Sale and Remortgage & Commercial Property matter types have been updated with a new look.
View the How to use the How to use the Conveyancing Details Table Information Sheet and our 'How to use Key Conveyancing Tables' video for more information.
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