To assist advisors with insolvency procedures and best practices, we have created the following checklists.
The onerous task of collating Books & Records can be daunting—this simple checklist will ensure you have supplied everything that is required, while removing any unnecessary guesswork. Click the ‘Checklist’ button to view the latest Books & Records Checklist PDF.
Our Asset Risk Exposure Checklist is a great tool for advisors, to identify potential risks their clients may face, and gives useful tips to assist clients in protecting their hard-earned wealth. Click the ‘Checklist’ button to view the latest Asset Risk Exposure Checklist PDF.