Tax Module
​We have updated our Tax report to use an investor’s mailing address instead of their residence so that when preparing T5s, the information generated can be used to mail the slips to the investors.
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​KYC Notifications
​We have added an ‘Advisor’ filter to the KYC Notifications table so that users are able to filter for the advisor assigned to an investor that has had a KYC update. We have also merged the ‘Item Changed’ and ‘Details’ columns into one column that contains both Status/Compliance Approval details.