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add link
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Jencir Lee committed Dec 20, 2024
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1. security
2. tax rules
3. flexible enough (represent allowed assets, interface with brokers)
3. flexible enough (represent [allowed assets](https://www.gov.uk/guidance/stocks-and-shares-investments-for-isa-managers), interface with brokers)
4. HMRC reporting

## What should be done in-house/long-term vs contracted/short-term

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