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 | ||
|---|---|---|---|
| Group savings and scholarship plans | Insurance of persons and financial planning | Group insurance of persons | |
|
√ |
√ |
|
|
| √ | √ | ||
| Survival guide for productive discussions |
√ |
√ |
|
| What to do if your client appears vulnerable (Formerly Monitor the evolution of a client’s capacity and take appropriate action) |
√ |
√ |
|
| 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 |