Client Interaction Form

Staff / Adviser completing this learnings record*

Q1: Do you have to complete the form, if you have not given financial advice?*

Yes, in any client interactionNo, only if we discuss products

Q2: The client interaction form should be used in the following situations. Please select the correct answer.*

A review meeting with a clientAn initial meeting with a prospectA meeting with a client to make changes to existing coverAll of the above

Total Score

You cannot submit this learning until you have reached a pass mark (20 points).

Total CPD Points Achieved