The InfoDéonto toolbox has a wealth of information for your practice! Consider printing them so you can consult them regularly.
To see the tools, please select the desired category:
Multidisciplinary tools
General tools | Applicable disciplines and registration categories | ||
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Group savings and scholarship plans | Insurance of persons and financial planning | Group insurance of persons | |
Know your client (KYC) |
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Survival guide for productive discussions |
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What to do if your client appears vulnerable |
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Technology and the protection of personal information |
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Specific tools
Mutual funds and scholarship plans |
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Client file - Mutual funds and scholarship plans |
Talking openly about fees |