rdered. . On NetX360 under Acct Settings, update the EEA Client field to "RETAIL - UK HNW COMPANY": Sheet 4 lists accounts where NetX is not coded "UK HNW Company" and dbforce EEA Country contains UK (this sheet will not be processed until the business has cleaned up all accounts listed. Once the accounts hav

EEA on NetX, exist on dbForce, but are not coded EEA on dbForce. Must uncode EEA NetX Sheet 3: Organized Entity accounts where NetX is not coded "UK HNW Company" and dbForce EEA Country contains UK. Check if CA is outside of CSC and if yes, confirm HNW Company Exemption form is on file. The following CSG CA