Update 13 August 2025

13 August 2025 Uncategorised

3.3.1 updated to reflect current practice on pro-formas/quotations 3.3.2 updated to move the discount section to 3.3.3 updated to reflect current practice.

Update 11 June 2025

11 June 2025 Uncategorised

5.7 – Oppositions Against Third Party TMs added 3.1.2 Collecting Information for a New Client Record updated