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Client file note and action list
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Client file note and action list

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A simple (and old fashioned?) method of ensuring that the right notes are kept from client contact.

A simple (and old fashioned?) method of ensuring that the right notes are kept from client contact.

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  • 1. Client File Note
  • 2. F i le N o t e Client contact check list Key discussion points noted Is Disclosure Statement required now? Are action details allocated /scheduled? Was any advice provided? Yes No If “Yes”, SOA prepared for client Yes No New data noted Contact details Email – Family / business details Interests4.4 Prof Dev - BPA File Note & For action checklist - 13 Jan 2010