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Deleting data

You have the option to delete data however we have added a level of compliance into the process by requesting that the action be supported by a reason.

The outcome is then stored in the History Tab of the clients file

Capture_-_Delete_Investment_1.JPG

If you elect to remove ALL history from a clients file you will be asked to provide a reason why this action has occurred

Capture_-_Delete_Investment_2.JPG

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