Resources for our members
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:
General tools
| Tools | Registration disciplines and categories | ||
|---|---|---|---|
| Group savings and scholarship plans | Insurance of persons and financial planning | Group insurance of persons | |
| Know your client (KYC) |
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| Survival guide for productive discussions |
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| Detect and treat your client’s signs of vulnerability |
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| Technology and the protection of personal information |
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Mutual funds and scholarship plans
| Tools |
|---|
| Client file - Mutual funds and scholarship plans |
| Talking openly about fees |
| Other occupation - Mutual funds and scholarship plans |
Insurance of persons and financial planning