Annual Review Letter/Recently Reassigned/No Prior Contact (CH) 年度回顧信/最近重新分配/無先前聯繫(中文)

Summary

A dual-language letter template encouraging recently reassigned clients with whom the advisor has had no prior contact to review their information. 鼓勵新分配及未聯繫的客戶與顧問審查資料的雙語信件模板。

Body

Dual-language letter template encouraging recently reassigned clients with whom the advisor has had no prior contact to review their information. Click here to download. Must be printed on compliance-approved letterhead or sent via CAN SPAM-compliant email. 

 

 

Details

Details

Article ID: 20243
Created
Wed 7/10/24 4:17 PM
Modified
Tue 8/6/24 11:41 AM

Attachments

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