Add a client

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Client ID

Details

Client Name

Jurisdiction

Status

Client type

Structure

Affiliate of:

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Group lead

Group members

ISD clients

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People

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People

Contracts

Referral agreement?

Yes

Referrals

Management

Primary relationship manager

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Primary relationship manager email

Secondary relationship manager

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Secondary relationship manager email

Tax Compliance Toolkit

Email domain 1

e.g. tconsult-ltd.com

Email domain 2

e.g. tconsult-ltd.com

Email domain 3

e.g. tconsult-ltd.com

Video call preference

Chat preference

Notes

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Functional

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