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    Advisor360 - Annual CRIA Client Contact
    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）
    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。
    Routine Annual Review Letter (ENG)
    Cut-and-paste language to encourage annual reviews with longstanding clients
    Annual Review Letter/Recently Reassigned/No Prior Contact (ENG)
    A copy-and-paste letter/checklist to encourage reassigned clients to reach out for an annual review
    Annual Review Checklist (ENG)
    A fillable checklist to share with clients in preparation for their annual review