Australian Financial Services Licensing (AFSL) Forum

This topic contains 1 reply, has 2 voices, and was last updated by Catherine Chandler Catherine Chandler 7 years, 4 months ago.

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  • #3602 Reply

    khawajasb
    Member

    Hi
    Do anyone has and willing to provide me HARD or SOFT copy of client meeting either face to face or over the phone conversation for a record keeping.

    Kind regards

    Sam

    0449 627 538
    khawajasb@aol.com

    #3603 Reply

    Hi Sam,

    Compact – Compliance & Training has various templates and compliance manuals for financial services businesses that may assist you.

    You can check out our range at
    http://www.ccct.com.au.

    Glide over the SUPERDOCS tab for further information and see our range of products.

    If we can assist you further, please don’t hesitate to contact us on 03 9670 8056.

    Kind regards,
    Catherine Chandler

Viewing 2 posts - 1 through 2 (of 2 total)

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Reply To: Record form

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