42. Staff checklist for apps
Has an SoA (Statement of Advice) with final Authority to Proceed been received and filed? Has a Medical authority – one for each practitioner been received? Plus many more items that need double checking. Use this checklist to save delays and project professionalism.
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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12. Client authority to insurer(s) to transfer existing policy/ies to adviser
14. Letter to client to help them prepare for completing insurance apps only
15. Advice to client that application(s) sent to product provider(s) - investments & insurance