- Knowledge Base
- Branding 品牌推廣
- In-Language Resources 中文資源
- Guides, Forms + Templates 指南、表格 + 模板
- Approved Letter Templates 批准的信函模板
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。