Unless otherwise advised, the following meetings will be held at the offices of Law Society (NI).
The meeting start times and end times have been set to tie in with the flights available to/from Newcastle and are now recorded under each session, along with confirmation of whether any consultation time is available afterwards.
Date: Wednesday 3rdJanuary 2018
Timings:9.30am to 4pm latest – consultancy after the meeting available
Subject:A review of new functionality and discussion on GDPR Requirements
Content:
This will be a comprehensive look at the recent new MiFID functionality added to Adviser Office, including what does and does not apply to you as Category 3 advisory firms.
This session will be best attended by senior administrators and those responsible for AO.
Date:Wednesday 7thMarch 2018
Timings:9.30am to 4pm – consultancy after the meeting available
Subject:Client Management Review
Content:
This session will be an overview of the Client Management module. We will look at:
- Adding a new client
- Completing the fact find screens
- Use of standard letters
- Using Activity Entries
- Linking clients
- Using the Notes functionality
- Open Forum for questions
This session will be best attended by any new users and any existing user that wants a refresher session on the module.
Date:Wednesday 2ndMay 2018
Timings:9.30am to 2pm – no consultancy time available
Subject:V12.2 & Legislative changes
Content:
Karen Mackenzie has kindly offered to attend this meeting to demonstrate V12.2 which will include any changes to the MiFID functionality that have been required, and the changes to reflect the GDPR requirements.
This session will be best attended by senior administrators and those responsible for AO.
Date:Wednesday 4thJuly2018
Timings:9.30am to 2pm – no consultancy time available
Subject:SSAS & SIPP recording
Content:
This is a repeat of last year’s meeting. It will be a comprehensive look at adding SSAS and SIPP data to the system and the subsequent reporting of data. It will look at:
- how to add the generic schemes
- what should be recorded in the SSAS/SIPP shell
- adding investments into the portfolio
- how to record crystallisation and UFPLS events
- the use of the AO Wrap functionality
- SSAS & SIPP reporting
This session will be best attended by those staff looking after SSAS & SIPP clients.
Date:Wednesday 5thSeptember2018
Timings:To be confirmed – flight times not yet available
Subject:TBA
Content:
A subject for this session will be allocated closer to the time.
Date:Wednesday 7thNovember 2018
Timings:9.30am to 1.30am then lunch in the afternoon
Subject:Roadmap, AGM plus annual lunch
Content:
Karen Mackenzie will host the first part of this session, looking at the future road map for Adviser Office. This will be followed by the AGM and the setting of the 2019 agenda, before finishing for lunch in a nearby venue.
This session will be best attended by senior administrators and those responsible for AO, though other members of staff will be welcome to join the lunch.