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.
We Also Recommend
14. Letter to client to help them prepare for completing insurance apps only
15. Advice to client that app(s) sent to product provider(s) - investment & insurance