Centraiised Retirement Proposition - Pre Retirement Questionnaire Template

£200.00

Centralised Retirement Proposition Pre Retirement Questionnaire Template
This template is built around the FCA's RIAAT and covers all the key areas.

It is designed to be easily adapted to suit your firm's specific needs.

  • The standalone cost for the CRP questionnaire template is £200.

  • If all templates are purchased, the total package cost is reduced to £1,250. A saving of £350.

Payment is by card; a secure link will be sent to you before work begins.