What is the difference between a DOFA and a LFAD? (MSS)

Modified on Tue, 18 Jul, 2023 at 9:51 AM

The “Date of First Appointment” (DOFA) refers to the very first date on which a Staff Member was approved, appointed, or authorized for a particular financial product subcategory by any FSP.

The “Linked FSP Appointment Date” (LFAD) refers to the date on which a Staff Member was approved, appointed, and authorized for a particular financial product subcategory at his or her current FSP.

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