Fixed Periods

A Fixed Period is created automatically for all client types. The fixed period can be selected from the Categories and Dates pages within the Client Navigator for the client.

The Fixed period is used to record information for the client that is not relevant to a particular time period, such as an accounting period, or for which the information will remain static.

Example

Within the Categories section, the following information would be recorded against the Fixed Period for the client:

• Send Christmas Card?
• Send newsletter?
• Risk assessment
• Source of business
• Net worth

Within the Dates pages, the following information would be recorded against the Fixed Period for the client:

• Initial engagement
• Next pension review
• Latest statement of account

You may also add your own date types or categories against which to enter information.