CCD is now available for use within the Republic of Ireland (ROI).  With the territory set to ROI the system automatically adjusts vital areas, such as setting the base currency to Euro, displaying relevant products and providers and specific labelling of fields.

Handling of SIPPs has been completely restructured to reflect the use of these sophisticated products.  The system now allows for the creation of a Trustee Bank Account which is used to manage all funds within the SIPP.  Funds can be added to the Trustee Bank Account and then allocated to a wide range of investments; either directly held or within a contract.  Reporting has been enhanced to reflect the assets within the SIPP.

Wraps and Platforms are increasingly being used by advisers to manage complex client portfolios with assets held within a range of tax wrappers.  CCD supports multiple Wraps for a client containing the full range of asset classes and wrappers, including a General Investment Account, allowing these complex arrangements to be managed quickly and efficiently.

New regulatory reports have been added to the Compliance module to assist with FSA reporting.  The reporting facility has also been extended to allow the company regulatory reports to be generated by location or branch.

Group Scheme tracking and reporting

An area to track the renewals for Group Schemes allows you to obtain a report on your renewal status for each individual scheme, as well as an overview on all current Group Scheme renewals.  Additional reports have been included within the new business and commission reporting sections for Group Scheme business.

To reduce the time spent updating fund prices, a new option to update the prices on the funds currently selected within your system has been included. The new download option will take less time to process, and you will only need to run the full download when you need to access a new fund that is not included in your last full download, but available on the Financial Express platform.