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The Perfect Timing Financial Process is designed to be simple and effective. Its main purpose is to act as an on-going, comprehensive template to continually ensure that your investment plan is structured and implemented in a successful manner. The Process involves 3 steps; the Application Process, the Disclosure Process and the Service Process.
Application Process:
- Agenda
- Financial Lifestyle Questionnaire
- Personal Policy Statement
Disclosure Process:
- New Client Application / Know Your Client
- Online Access Disclosure
- Investment Prospectuses / Information Statements
- Dual Occupation Disclosure
Service Process:
- Agenda
- Service Matrix
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What is powerful is when what you say is just the tip of the iceberg of what you know.
Jim Rohn
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