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.
V927 JR
Date: March 2018
Length: 29 mins
Annuities simulated assessment number three with Jonty Rider
V877 Sim NG
Date: Jan 2018
Length: 41 mins
Annuities simulated assessment number three with Nicola Glass
V867 Sim CMc
Date: Dec 2017
Length: 24 mins
Annuities simulated assessment number three with Catriona McCarron
V866 Sim NG
Date: Dec 2017
Length: 53 mins
Annuities simulated assessment number two with Nicola Glass
V1756 Running WOM annuity quotes
How to run WOM annuity quotes online with Kariemah Bolton