34A. Client multiple authority template – first meeting
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This authority covers several areas that need to be signed for and kept on client file
(as opposed to other authorities to be provided to product providers, for example).
They may or may not be needed in the future but it is efficient to obtain them at first meeting.
The first meeting checklist template #34 refers to this as the ‘multi authority’.
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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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