24. New client letter template - advise where important documents are stored
Letter template to new client requesting form to be completed by the client to advise where important documents are stored for later fast location when needed. This is a more comprehensive letter than letter template No: 5. This one being more suited to existing clients. This should ideally be used in conjunction with the checklist form template no: 25 too.
*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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