| Data Questionnaire filled by client |
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| Financial Service prepares the first draft, mails to client |
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| Conference call/ Meeting between client and financial Service on first draft |
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| Client Feedback/changes incorporated by financial Service |
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| Financial Service sends the final it with financial recommendations |
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| Implementation of the recommendations |
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| After 6 months – review takes place |
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| After 12 months – renewal of financial service takes place |