IPQ LOU IRD Consultant * Chris Green Lindsay Conway Greg Gaffney Name * First Name Last Name Confirm Communication Details Email Phone Online Access Google Review Trusted Contact Portfolio Review LOU IRD IPQ KYC Suitability Review Capintel Fee Discussion iProfile Point of sale disclosure discussed Financial Planning LPP Mortgage Renewal Date - Create a reminder task 120 days in advance Transactions Notes Thank you! KYC Learn more Consultant * Chris Green Lindsay Conway Greg Gaffney Name * First Name Last Name Confirm Communication Details Email Phone Online Access Google Review Trusted Contact Portfolio Review LOU IRD IPQ KYC Suitability Review Capintel Fee Discussion iProfile Point of sale disclosure discussed Financial Planning LPP Mortgage Renewal Date - Create a reminder task 120 days in advance Transactions Notes Thank you! INTAKE FORM
