LOE DocuSign Video 54-101 IPQ IRD Client Experience Checklist IGAA Brochure Client Name * First Name Last Name Mobile Number (###) ### #### Email Completed LOU IPQ KYC IRD LPP/INA Capintel IGAA Portfolio Review Portfolio Suitability Fee Discussion Transactions Notes * Thank you! Client 2 Name * First Name Last Name Phone (###) ### #### Email Completed LOU IPQ KYC IRD LPP/INA Capintel IGAA Portfolio Review Portfolio Suitability Fee Discussion Transactions Notes * Thank you!
