Client Meeting Agenda Meeting AGENDA                                                                           Client     ...
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Client meeting agenda

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Set the right professional tone and the nature of the relationship for every client engagement with the right agenda.

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Client meeting agenda

  1. 1. Client Meeting Agenda Meeting AGENDA Client 1. Introduction – the “must do’s” a) Agenda overview b) Disclosure Statement c) Privacy Act consent 2. Expectations – understanding each other 4 What are your expectations of your Advisor? – area of expertise, methodology, fees, etc. 4 What are my expectations of a client? – be on time; return calls; complete paperwork; be fair 3. Client requirements 4 Place an order – tell me what you want or 4 Personalised advice – we find out what you need 4. Authority to proceed – As per your order; or Limited Advice; or Full advice process Privacy Act 1993 The adviser will be collecting and retaining personal confidential information during the advice process. The Privacy Act 1993 provides the client with the right to request access to their personal information, and request that it be corrected if necessary. The information may be used by the adviser and his/her employees, or any third party supplier of financial services and products who need access to it for processing or administering any business done with them. It may also be used by the adviser and his/her employees to promote other professional services or advice to you. The information is held securely at the advisers business premises at the address set out in the Disclosure Statement, and by signing this consent I authorise the adviser and his/her employees to disclose any personal4.4 Prof Dev - BPA Client meeting agenda - 08 Feb 2010 information that is held about me to any person or organisation where the disclosure is necessary for one or more purposes for which the information was collected, or to comply with any legal requirements. Client signature Date Day Month Year

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