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CLIENT GUIDE TO TELE-UNDERWRITING FROM VITALITYLIFE VITALITY.CO.UK/LIFE Thank you for applying for the VitalityLife Plan. Your Financial Adviser has given you this guide to help you understand the
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Client guide is a document outlining rules and procedures for working with a specific client.
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Any individual or entity working with the client is required to file the client guide.
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The client guide can be filled out by providing all necessary information and following the guidelines outlined in the document.
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The purpose of the client guide is to ensure clear communication and understanding between the client and the individual or entity working with them.
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The client guide must report details about the services being provided, payment terms, and any other relevant information for working with the client.
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