-
What is the difference between a DOFA and a LFAD? (MSS)
-
Why is it important to capture a Staff Member’s DOFAs and Credentials (i.e. Qualifications, Class of Business Training, Regulatory Examinations, etc.)? (MSS)
-
Why is no information being displayed for the Staff Member on the F&P Status > FSP Overview page? (MSS)
-
How do I record or capture my Financial Product Experience (DOFA/LFAD). (MSS)