Enhanced fact find: GDPR & marketing preferences

[david.mann]

GDPR & marketing preferences

This screen captures the marketing and communication preferences expressed by a client during the meeting.

Field label	Field ID (e.g. Xmerge syntax)
Would you like your details to be used for marketing and statistical purposes? Your details may be shared with related parties.	consent_to_share_marketing_data
Would you like to be included on a mailing list?	consent_to_marketing
What would you like to receive?	mailing_type
How would you like to receive this content?	mailing_method
Notes	niff_gdpr_notes

Useful links

• Main article & video

• Key details
• Contact details
• Health & lifestyle
• Additional support
• Estate
• Dependants
• Goals
• Occupation details
• Income
• Expenses
• Assets
• Liabilities
• Pensions
• Annuities
• Retirement details
• Life insurance
• Health & general insurance
• Affordability
• Death, incapacity & retirement
• Capital Gains Tax
• Professional advisers
• Additional notes