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.
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.