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Sarah Crowther
WO
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Harrison Household
s7_ongoing_review
Compliance
4/6
Fact Find
0/100
Documents
2 on file
Meetings
today
David Harrison
Primary · david.harrison@example.demo
Rebecca Harrison
rebecca.harrison@example.demo
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Compliance
4 / 6
Cleared
Fact find
0 / 100
Not started — capture personal, income, assets, ATR…
Documents
2 on file
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Meetings
3h ago
1 on file
Consumer Duty
not assessed
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1
Compliance
Documents
Meetings
Fact find
1
1h ago
Fact find started
DEV
surface: personas · signed in:
Sarah Crowther
[PRINCIPAL]
persona:
Adviser — Principal (Sarah Crowther)
Adviser (Michael Penberthy)
Paraplanner (Olivia Singh)
Compliance Supervisor (Emma Walsh)
MLRO (James Hartford)
Tenant Admin (Robert Linton)
Client — Bennett Family (richest)
Adviser — Principal (Sarah Chen)
Adviser (Mark Whittaker)
Paraplanner (Jess Tan)
MLRO (David Park)
Client — Hayes Family (richest)
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