17. Advice to client of final u/w decision template
Template for advice to client of final U/W decision: This template could be used several times with the same client.
Associate & Professional level members eligible only.
Professional & Associate members get 10% and 5% respectively off selected items
GST, shipping and discounts will be calculated at checkout.
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12. Client authority to insurer(s) to transfer existing policy/ies to adviser
14. Letter to client to help them prepare for completing insurance apps only
15. Advice to client that application(s) sent to product provider(s) - investments & insurance