PCG 3: Next Steps Report (NSR)

The NSR is a first meeting summary and actions report. So it can be an onboarding meeting with contract sign up + fee agreement, risk tolerance questionnaire or a follow up to an introductory meeting on a new area such IHT for an existing client.

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GENERAL CONTENT

V1424 NSR Sim 2 CC RA 

Date: Feb 2020

Length: 1 hour 17 mins

Combined RTQ and NSR meeting simulatio9n with Claire Calder & Rob Agnew

V1425 NSR Sim 1 CC RA

Date: Feb 2020

Length: 1 hour 38 mins

Combined RTQ and NSR meeting simulatio9n with Claire Calder & Rob Agnew

V1610 NSR Client Mtg Martin Vlok 

Date: 17 Sept 2019

Length: 48 mins

Video NSR mtg between client Martin Vlok and Greg Armstrong in SA

V1648 NSR onboarding Client David Thomson with MI and Tom Francis

Date: 26 March 2019

Length: 1 hour 15 mins

Full NSR and onbarding with client David Thomson by Mark and Tom Francis

V1646 Reid 1018

Date: October 2018

Length: 17 minutes 40 seconds

Mark and Shingtirai with a client. Covers their stocks and shares ISA and why this is better than more contributions to their pension. Decision neede on using both partners ISA allowances or just one and leave the remainder in a personal portfolio.

SPECIALIST CONTENT