Transition tasks

The following table will enable us to focus on priorities and deliver an end result faster. Everyone at the Finance Planning Group is working hard to provide a smooth transition for the Fitch & Fitch team.

To add your entry, all you need to do is click on the new entry button.

Thankyou.

PersonCategoryCommentaryDependentPriorityLast date
Mark NinnimLender Reg.HSBC FPG & JLM mergeMark NinnimHigh Priority26-Jul-21
Pete BurgessFCATransfer of existing ARFCALow Priority19-Jul-21
Mark NinnimMisc.Trigold licences for teamStephen CowdellHigh Priority26-Jul-21
Pete BurgessInsurance Reg.Protection agenciesRichard HamleyHigh Priority26-Jul-21
Mark NinnimMarketing Email signature for the teamMark NinnimHigh Priority22-Jul-21
David WiseNovationUnearned Indemnity Commission (UIC) breakdown by provider and agency codes.Dan MaskellHigh Priority23-Jul-21
Mark NinnimMarketing Update all marketing collateral to new statement and sign off.Mark NinnimMedium Priority19-Jul-21
Mark NinnimSmartr365Review meeting with Smartr365Ciaran O'malleyLow Priority21-Jul-21
Pete BurgessComplianceIntroducers authorised and registeredDavid WiseLow Priority07-Jul-21
Mark NinnimComplianceThe DNA of a great Suitability letterPete BurgessMedium Priority15-Jul-21
Mark NinnimComplianceThe DNA of a great filePete BurgessMedium Priority15-Jul-21
Mark NinnimSmartr365Where are we with regards to data input?TeamLow Priority07-Jul-21
Mark NinnimComplianceAn hour session on building a suitability report and reviewing key componentsPete BurgessMedium Priority12-Jul-21
Toby QuanstromMarketing Setting up and learning Social media (started)Mark NinnimMedium Priority16-Jul-21
Dan MulesFCACompletion of form ADan MulesLow Priority20-Jul-21
Craig ThomasFCASubmission of form ACraig ThomasLow Priority20-Jul-21
David WiseFCACompletion of form ADavid WiseLow Priority27-Jul-21
David WiseComplianceChris Herrett - Start date Onboard 2nd AugustRichard Hamley High Priority02-Aug-21
Mark NinnimSmartr365Book 1 hour training sesson with 27Tec27tecHigh Priority23-Jul-21
Dan MulesPayrollF & F friendly payment link required and reporting of received pymts to discuss High Priority18-Aug-21
Dan MulesPayrollProc receipt confirmation - how & when - will 365 be updated ?High Priority18-Aug-21

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