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Try these: client detailstasks syntaxsuperannuation

Opt-in & Ongoing Service

The opt-in element allows you to manage your opt in and ongoing services with clients.  Use the syntax here to extract details surrounding this key area:

Setec Astronomy

Opt-in Required: <:=$client.opt_in_required:>
Opt-in Status:  <:=$client.opt_in_status:>
Next Opt-in Date: <:=$client.next_opt_in_date.format(‘%d %B %Y’):>

All Fields

All the fields from the opt-in element are outlined below:

Field

Path

Syntax

Use Master Entity xpt_delegate_opt_in <:=$client.xpt_delegate_opt_in:>
Opt in Required opt_in_required <:=$client.opt_in_required:>
Opt-in Status opt_in_status <:=$client.opt_in_status:>
Next Opt-in Date next_opt_in_date <:=$client.next_opt_in_date:>
Fee Termination Date opt_in_fee_termination_date <:=$client.opt_in_fee_termination_date:>
Subject to Grandfathering opt_in_grandfathering <:=$client.opt_in_grandfathering:>
Opt-in Comments opt_in_comment <:=$client.opt_in_comment:>
Renewal    
Renewal Notice Sent Date opt_in_renewal_notice_sent_date <:=$client.opt_in_renewal_notice_sent_date:>
Renewal Response Date opt_in_renewal_response_date <:=$client.opt_in_renewal_response_date:>
Disclosure Statement    
Disclosure Statement Required disclosure_statement_required <:=$client.disclosure_statement_required:>
Next Disclosure Statement Date disclosure_statement_date <:=$client.disclosure_statement_date:>
FPA    
Agreed to Ongoing Fee xpt_fpa_agreed_to_ongoing_fee <:=$client.xpt_fpa_agreed_to_ongoing_fee:>
Agreement Signed Date xpt_fpa_ongoing_fee_signed_date <:=$client.xpt_fpa_ongoing_fee_signed_date:>
Agreement Renewal Date xpt_fpa_ongoing_fee_renewal_date <:=$client.xpt_fpa_ongoing_fee_renewal_date:>

See also

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