Storage of British Client Files

Published June 9, 2019 by admin in Advisors

Please note all files for British Citizens should be kept in a separate place from normal client files. If you see a client who is a BC, please place their file back onto the BC filing system and notify them that they we will no longer be able to see them as clients once their current issue is complete.

For clients who are BC and fall into the Vulnerable Client Rule, please place their file into the normal filing system. PLEASE NOTIFY ZARMANE when doing this. It is important you let Zarmane know if you have placed a client in the vulnerable client category so she can remove them from the archive list.

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