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Import Fail: due to Fact Find, Super Fund Trustees

Troubleshooting guidance

Updated over a week ago

Advice Designer has prerequisite fields to ensure completeness when populating and presenting advice.

When the required fields don't contain data within Xplan, the import is halted, and a fail message is sent to advise of which area should be reviewed.

Import Fail: due to Fact Find, Super Fund Trustees

Within Advice Designer, the Trustee Type and subsequent Name fields are mandatory.

For an individual:

For a company:

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