25. Form for completion and lodgment by new client advising of location of important documents
Form for completion and lodgment by new client advising of location of important documents. Use with covering letter template. This forms the basis for ensuring you can assist the client or client's family locate these important documents quickly when needed. This is a more comprehensive template than template No: 5. This one being more suited to existing clients. This should ideally be used in conjunction with the letter template no: 24.
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Associate & Professional level members eligible only.
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