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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!

*This item is exclusive to The Risk Shop and is not available in The Risk Store.

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Associate & Professional level members eligible only.

Professional & Associate members get 10% and 5% respectively off selected items 

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