Blog
Advice
5 min read
Which documents to ask for before a preliminary sales agreement
The documents a estate agent most often gathers from sellers and buyers before the preliminary agreement, and how to collect them without chasing
Advice
4 min read
Professional secrecy: sharing documents with a client without exposing them
The habits that limit leaks when a law firm exchanges documents with clients: channel, access, third parties, traceability
Advice
4 min read
The documents to gather to open a wealth management client file
Entry-into-relationship document, engagement letter, questionnaire, identification and asset documents: a working list and a way to collect it
Advice
5 min read
Chasing a client for missing documents
A simple method to get documents from a client without spending your evenings on it: clear list, deadline, spaced reminders, reasoned refusal