Bundle 4 - Information Essentials

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4.Information-Essentials.png
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Bundle 4 - Information Essentials

£38.00 £150.00

75% DISCOUNT SAVES £112

4.1 Current Position & Fact-Finding

4.2 The Account File

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Establish the current position of any client account and understand the fact-finding required to build an Account File

All the information & data items required for a complete client Account File

FTSE 100/250/AIM COMPANIES - PRICES ON APPLICATION, PLEASE USE ‘CONTACT’

ASPIRE Account Management: the essential strategy, planning & actions required for managing all types of client; best practice at its practical best