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Import Fail: due to Fact Find, Super Fund Trustees

Troubleshooting guidance

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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