HarleyBabe Posted June 19, 2019 Share Posted June 19, 2019 Hi Everyone - so I'm in the process of updating agreements and such for my clients. Was wondering if anyone would be willing to share privately what they provide a new client as far as agreements, required fee disclosure. Trying not to recreate the wheel but want to make certain I'm sending something reasonable. I would not copy your template just want an idea of what other TPAs send. Thank you. Link to comment Share on other sites More sharing options...
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