Kate Huét
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Yes this is a highly complex area. It is dependent upon the client type and the type of insurance. HMRC give full guidance on this on their website. We treat this as follows, maybe it will help oth...
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I find it very frustrating that all On Cover reports pull data based on Inception date, which is not always the transaction date, to have in the Daily Premium Received Report the ability to add in ...
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This is critical to add value and functionality