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Clients, SCC (Special Category Clients)

In addition to the standard “types” of client as designated by the FSA (e.g. Retail, Professional, etc) you may have some clients who are “Special Category”, e.g. those cared for by third parties with power of attorney.

For such clients you should select “Retail client SCC” as their Business Type, and then enter the associated details via the adjacent “SCC” button, as shown above and below.

You’ll then be able to list your SCC clients via “File / Print / Special Category Clients”, as shown below.