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63. Red flag list: checklist of advice outcomes

  • $55.00
  • inc GST


Improve your efficiency | Improve your client experience

A checklist of advice outcomes that require adviser to document reason in the SoA and in file notes. Covers both advice and product.

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 

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