Service packages and segmentation
The client segmentation model can be used for each client group and outlines the services that clients can expect from you/your practice each year. The services have a frequency that can be marked as ‘received’ in the Advanced Admin (manage advice services) section. This information is then used to create the fee disclosure statement (FDS) – it shows what services were entitled and, of these, what was received by the client.
You can access the segmentation manual by clicking here: