Toolbox
The InfoDéonto toolbox has a wealth of information for your practice! Consider printing them so you can consult them regularly.
To see the tools, please select the desired category:
Multidisciplinary tools
| General tools | Applicable disciplines and registration categories | ||
|---|---|---|---|
| Mutual funds and scholarship plans | Insurance of persons and financial planning | Group insurance of persons | |
| Know your client (KYC) | √ | √ |
|
| √ | √ | ||
| Survival guide for productive discussions | √ | √ |
|
| Meeting with clients facing complex situations | √ | √ | |
| What to do if your client appears vulnerable (Formerly Monitor the evolution of a client’s capacity and take appropriate action) | √ | √ |
|
| Financial Literacy | |||
| Technology and the protection of personal information | √ | √ | √ |
Specific tools
| Mutual funds and scholarship plans |
|---|
| Client file - Mutual funds and scholarship plans |
| Talking openly about fees |
| Other occupation |
