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12. Client authority to transfer existing products to adviser
TouchPoint by The Risk Store logo

12. Client authority to transfer existing products to adviser

    • inc GST

Improve your efficiency | Improve your client experience

A client authority letter/pro-forma template to investment fund(s) and/or insurer(s) to transfer existing product/s and policy/ies to new adviser.

Why not add this template to your existing planning software template library today! 

*This item is also available in The Risk Store (paid member access only)

GST, shipping and discounts will be calculated at checkout.

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