Worksheet

Client review pack template

It runs to four pages. Page one holds client details, review date and the goals table with target date and progress, so the meeting opens on what the client wants. Page two lists holdings. Page three lists insurance policies with insurer, sum assured, premium due date, nominee and status, so gaps show up next to the goals they threaten. Page four has open issues and actions.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Client review pack template for wealth managers”, www.gullysystem.com/blog/client-review-pack-template-for-wealth-managers