Client File
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Every day brings new projects, emails, documents, and task lists, and often it is not that different from the work you have done before. Many of our day-to-day tasks are similar to something we have done before. Don't reinvent the wheel every time you start to work on something new!
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The computer system will therefore time and date stamp the record, however you need to enter the time and date of the meeting with the client (as in almost all cases, you will not be typing the client note during the meeting with the client, so the time (and possibly date) of the meeting with the client will not correspond exactly with the time and ate of you entering the client note ) Diploma of Financial Planning - 2012 What kind of information would be within a file note : • Any conversation that held with the client involving information you believe may be material in assisting to build up a picture of the client that may not be in the fact find..
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