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65. Filenote protocols

  • $110.00
  • inc GST


Improve your efficiency | Improve your client experience

Use this template to mandate the format of file notes in client file records. Ideal for large financial advisory practices or dealer groups or practices with support staff employed. 

This is about ensuring consistency in record keeping. Crucial for a compliant business.

Why not add this template to your existing planning software template library today!

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