How do I create a corporate Fact find and complete the Employee Benefits area?

This article confirms what information needs to be recorded within the Employee Benefits section of the Fact Find.

The Corporate Fact Find is broken into sections, click on Employees benefits data.

Now on this section, there are various tabs that may need to be completed, based on what the corporate client wants to discuss.
Select the appropriate tab and complete the required information.There is also another section for employee benefits, this section is Schedule of existing corporate contracts and employees benefit schemes.

This section will display any contracts and schemes that have been recorded in the Holdings section of the Client or Fact Find Module.  Information cannot be added into this section directly, it will only show what has been recorded.