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34A. Client multiple authority template – first meeting

  • $55.00
  • inc GST

Improve your efficiency | Improve your client experience

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’.

Why not add this template to your existing planning software template library today!

Contact The Risk Store to obtain your member discount code -
Associate & Professional level members eligible only.

Professional & Associate members get 10% and 5% respectively off selected items 

 GST, shipping and discounts will be calculated at checkout.

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