| Disclosures: |
Kerry has recently had challenges within the business with an advisor leaving and requires further admin support. As such JW has raised the Virtual admin concept to CC in compliance for guidance. AHppy to support as long as Kerry completes her own dude diligence, has clarity in terms of what tasks the admin will undertake and also put in place a contract for confidentiality. Kerry has happy to comply with the request. To progress this forward I have been asked to follow the standard onboarding process. |
