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Defaqto upcoming event – Engage webinar 22nd February

5 February 2024
The upcoming webinar will cover how Engage can help you with end-of-year tax planning.

In addition, the Engage experts will look at how you can use Engage to maximise your client’s ISA allowance, make pension top-ups, and help clients consolidate their assets to other platforms and funds.

Engage gives you a faster, smoother, more compliant customer experience through the UK’s most comprehensive package of seamlessly integrated tools.

To find out more and secure your spot click here
 

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