Client files
Fact finds, statements of suitability and the client file: what Irish advisers have to record and keep, and how to make it lighter.
Nothing in this category yet.
The founding cohort
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We’re opening Kaitel to a small group of Irish advice practices who want a say in what it becomes. Early access, direct influence on what we build next, and preferential terms when we launch.
We review each practice for fit and come back to you personally.