#5966 #5759 - Handelsbanken - Preference Centre Update

#5966 #5759 - Handelsbanken - Preference Centre Update

Regular price
Regular price 2 Service Credits
Sale price
2 Service Credits

To update the preference centre in the Heartwood Group account.

  • Rename ‘Weekly Insights’ as ‘Investment Market Updates’
  • Rename ‘Monthly updates’ as ‘Investment Strategy’
  • Rename ‘ad hoc insights and updates’ as ‘Wealth Planning Insights’
  • Remove ‘event invitations’