Can the cover letter be amended on a case by case basis?

For more information, please refer to the instructions below: 

The Annual Statement cover letter can be amended prior sending an annual statement to your client (if the Annual Statement Settings have been set to include the cover letter as a Docx File). 

To do this, navigate to Menu > ASIC Settings.

Select 'Annual Statement'. To 'Add cover letter for annual statement package (as select 'Docx File'), see below screen shot.

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Please note: even if you select the cover letter to be added as a docx file, the client will always receive a PDF version of the cover letter.

To amend the cover letter prior sending the annual statement to your client, open the Annual Statement and click 'Refresh'.  

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Click on the docx file to download it. Amend it as required and save it on your desktop. Then choose the file to upload, and click 'Update Cover Letter'.

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