Setting FDS & Opt-In Details Against Clients

1. Open the client record and then go to Client Menu > Compliance > FDS Consent Fixed Term

2. Click on the Edit button and enter the following details for the client and partner (if applicable):
   1. FDS & Renewal Required = Yes
   2. Renewal Status = Opt-In
   3. Next Anniversary Date = Exactly 12 months from the date they signed up to the ongoing fee arrangement

Note: The Renewal Sent Date and Opt-In Comments fields do not need to be completed. They will only be updated once the FDS has been produced and the renewal or fee consent signed by the client.

3. Click Save once completed.