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.
V445 Sim PG
Date: July 2017
Length: 25 minutes
RTQ simulation number 3 for paula Guedes with Rob Agnew
V687 Sim TM
Date: September 2017
Length: 25 mins
RTQ simulation number 3 for tatenda with Rob Agnew
v675 Sim SM
Date: September 2017
Length: 39 mins
RTQ simulation number 2 for Shingirai with Rob Agnew
V676 Sim TM
Date: September 2017
Length: 40 mins
RTQ simulation number 2 for Tatenda with Rob Agnew
V1578 PCG2 RTQ SoA IW
Date: Jan 2020
Length: 20 minutes
PCG2 risk tolerance questionnaire meeting no. 3 with IW and RA