For the complete documentation index, see llms.txt. This page is also available as Markdown.

Advice agreement

Advcie fee calculator that can be viewed in the advice module or on the group page.

Status

Advice agreements can have four different status types:

  • Active - Currently active advice agreements

  • Incomplete - Incomplete agreements in the process of being converted to Active.

  • Cancelled - Cancelled agreements.

  • Expired - Previously active expired agreements based on the agreement end date.

Service types & Services

Details coming soon..

Payee

Details coming soon..

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