This webinar demonstrates the new tools that have been developed on InterPrac XPLAN to assist you with the creation of the below documents:
- Initial Client Engagement Letter (ICE)
- Fixed Term Agreement (FTA)
- Ongoing Service Agreement (OSA)
- Fee Consent Form
- Sole Purpose Checklist incl. Adviser Attestation
- Fee Disclosure Statement (FDS)
- Hold / No Change ROA File Note
