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annual offering
sending your own annual offering? that's great!
let's get everything recorded
submitted by
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date sent
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Attestations:
I have an 'annual offering' folder in my Box / Operations folder
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I've sent the annual offering of updated disclosures to all of my active clients.
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I've saved a copy of the communication sent to my clients
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I've saved the list of client emails and indicated the date sent.
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All of the above is documented in the offering folder in Box.
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special notes
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signed
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Signature
Submit
