Generate Welcome Pack

You can use this tool to effortlessly produce a professional, compliant client engagement letter, with a dynamic questionnaire that you client can complete electronically, tailored to the transaction type, as well as to client type (i.e. corporate or individual).

You’ll also get a “Source of Funds Declaration" that will be pre-populated with the amount you’ll need from your that automatically calculates the remaining balance to be accounted for as your client completes it.

The pack will be delivered to you in a handy zip file and you can also elect to save it on our server in your personal folder.

To use the Generate Welcome Pack tool, you’ll need to log in and if you haven’t already done so, subscribe.