Client resources
Resources
What to gather before your appointment. Bring what applies to you — if you are not sure, bring it anyway and we will sort it out.
Tick your way through the list, or print it and bring it with you.
Registered Slips
8 items
Other Receipts
11 items
Supplement Documents
8 items
Not sure what applies?
Bring everything — we will tell you what counts
Most people over-think this step. Send us what you have and we will come back with a short list of anything still missing.