20. Advice to client template: part of insurance portfolio declined
Advice to client: part of insurance portfolio declined.
*This item is also available in The Risk Store (paid member access only)
Associate & Professional level members eligible only.
Professional & Associate members get 10% and 5% respectively off selected items
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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