29A. Letter template to client to acknowledge advice review declined (business)
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It's good practice to protect you and your business by using this letter template to acknowledge to a client that they have declined to undergo an advice review (for business clients).
Also available #29, the personal client version.
Why not add this template to your existing planning software template library today!
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Associate & Professional level members eligible only.
Professional & Associate members get 10% and 5% respectively off selected items
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