Info on Contract Note Distribution
Add all e-mail addresses that you would like to receive contract note copies.
If you have already entered addresses for client in the Applicant sections, you can select the E-Mail Type and it will automatically populate the address. To add further addresses, click “Add”
Email types:
CLI–End Clients, ADV–Advisers/Planners, PRA–Praemium, BGL–BGL, ML–Margin Lender, WRA–Wrap Provider, OTP–Other Third Party, XPL –X-Plan