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 | |
| Know your client (KYC) |
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| Survival guide for productive discussions |
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| What to do if your client appears vulnerable |
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| Technology and the protection of personal information |
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Specific tools
| Mutual funds and scholarship plans |
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| Client file - Mutual funds and scholarship plans |
| Talking openly about fees |