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Advice Review (:star: Customer wants to be re-assessed (Run Forecaster …

- - - - :red_cross:: New Personal Rec screen
        :red_cross:: New PIR
        :red_cross:: New Fees
        :star: Lift flag on customer
        :star: Run forecaster: Valuation , Current total contribution, Remaining term
        
        :star: Customer accepts no change in Advice - Confirm suitability outcome
        Capture date/time of consent
        
        :red_cross:: Execute Advice
        :red_cross:: Rebalance
        :red_cross:: Store docs in Doc library
        :star: Send data to Salesforce
        :star: audit KYC data
        
        :red_cross:: Customer rejects Advice
  - - - Advice on MSP
        
        Customer amends MSP
        
        :question: Customer does not add MSP
      - Advice on emergency funds based on liquid assets ?
      - change in term - select new VAR, if applicable
      - Suitability report - some notification
      - If they dont act on advice - block account - or close the browser. Pending Advice. No account acytivity
    - - :question: Disinvest?
      - Confirm unsuitability
- - - - Run Advice
    - - Run Advice