05. Important documents lodgement form
Improve your efficiency | Improve your client experience
A template form for completion and lodgement by new and existing clients, advising the adviser of the location of important financial documents for future quick retrieval when needed.
You know clients forget this stuff. So become a star by helping them record where this stuff is located. Use in conjunction with the client TouchPoint letter template #04.
Why not add these templates to your existing planning software template library today!
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