What happens after uploading a policy to the vault?

• A. It is emailed only to the advisor
• B. It is automatically shared to both client and advisor
• C. It is stored but not shared until manual permission
• D. It is deleted after 7 days

Answer: (B)

When you upload a policy to the vault, it is automatically shared with both the client and the advisor. This setup ensures that all parties have immediate access to important documents in a single secure place, which supports collaboration, transparency, and timely decision-making. The goal is for the client and advisor to stay aligned without needing separate emails or manual approvals to share the file. It’s not limited to emailing only the advisor, it isn’t stored without sharing, and there isn’t an automatic deletion after a short period.