Create a template softcopy of our Client Profile
$30-250 AUD
Paid on delivery
We want a 'softcopy' template of our Client Profile (CP) which will incorporate drop boxes where appropriate E.g. for dates of birth State etc. Adviser Name
I have attached a version of our CP and also a sample of the 'style' of document we want produced. (The sample is taken from an Insurance Company document but this should give you an idea of the kind of final output we want from our CP The CP should be formatted to use drop down boxes where applicable. Ideally it should be easy to read and follow, in the event we want to email it directly to Clients to complete - -(Note: there may be some formatting to tables to be done but we can discuss).
Project ID: #6715007
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