There are a number of global setup options that need to be taken care of before you can start using the Sky Fica System. The Fica Client Setup is the deafult system for all clients allowing the generation automatically of the steps required for the firms clients by type.
The global setup options include Declarations, Documents and Due Diligence. By making selections for the various type of clients as indicated on the screen below, the declarations, documents required and due diligence required for each type of company can automatically be generated. Once this has been set up the due dilligence can be run for each client.
