Branch Managers
We have applied an update so that when a Branch Manager is removed from a branch, any changes to a transaction’s commissions will retain the relationship to the branch and update the branch commission allocation. When an advisor is removed, the Branch Manager is still be able to view all transactions that were created while the advisor worked for them. The investor will still be visible but no new transactions will be shared with the Branch Manager.
Jurisdictions
We have applied an update so that jurisdiction selections have been reinstated into Corporate Investor profiles.