There is more to be added – this is just a start to show case types, but has links to other Equinox-specific..
See 2.4 and..
UK Designs pages updated and..
UK TM Renewal procedure (5.1…
3.3.1 updated to reflect current practice on pro-formas/quotations 3.3.2 updated to move the discount section to 3.3.3 updated to reflect current..
5.7 – Oppositions Against Third Party TMs added 3.1.2 Collecting Information for a New Client Reco..
UKTM procedures, UP handling, and Disbursemen..
References to Patrawin have been removed and additional guida..
We should use this as a place to record know-how on procedures and practice. If you learn something useful that should be shared, let me know so that we can make it access..
This is intended to bring the OM up to date and to make it more accessible to the Team than the old Sharepoint-based version. You will find some parts that are not yet working or not yet updated. Bear with me while I work on it. Suggestions gratefully received. Keith, updated 17 Oc..