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58. Adviser acknowledgment client deciding not to proceed with advice

  • $55.00
  • inc GST

Adviser acknowledgment of client deciding not to proceed with insurance advice; after first meeting, NOT after Statement of Advice (SoA); includes text for client letter to be signed, for adviser’s record. Separate paragraphs for personal and business clients included. This is a MUST HAVE template for your advice business.

*This item is also available in The Risk Store (paid member access only)

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 

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