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Display name shown as "Prepared by" Firm shown at the top of the statement Tagline optional, shown under the firm name MAS representative number printed on the statement so a client can look you up on the MAS Register of Representatives. It stays with you if you change firms. Phone Contact email Business address your firm’s registered business address. MAS Notice FAA-N03 requires the business name, address and telephone number to be given to clients in writing — this is the one the statement was missing. Statement disclaimer shown at the bottom of every portfolio summary — leave blank to use the default wording Annual new-business target annualised premium, in S$. Drives the progress bar on your overview. Blank to hide it. Send the digest to leave blank to use your login address. Your clients never see this. Don’t email me the daily digest Reminders still appear in My day — only the morning email stops.