Either add Duty of Care prompts or permit UDF that includes a prompt. For example, I need to answer for every account the following questions:

Please describe the new product(s), new strategy(s), or service(s) considered in accordance with the existing strategy of the account. Your response should include details as to how the proposal will achieve the client's investment objectives and goals based on the services and products available in the account and account funding.

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Please highlight the features of the products or services recommended or considered for this account in accordance with the account type and strategy. Your response should include details as to how the proposed transaction, when viewed in isolation but also as part of a series of recommendations over time, is not excessive and is in the best interest of the customer in light of the investment strategy, investment objectives, financial situation, and needs.