responsibility for administering the TOB process for all new IFA relationships and liaise with all relevant
Provide regular briefing and reporting on all new TOB and progress in respect of developing these
patient appointments, communicate billing policy to all new patients.
date Assist with internal compliance audits for all new client cases reviewing dedicated compliance requirements Sanction Screening and the recordkeeping thereof on all new client cases Assist with internal compliance paperwork
date Assist with internal compliance audits for all new client cases reviewing dedicated compliance requirements Sanction Screening and the recordkeeping thereof on all new client cases Assist with internal compliance paperwork
Pricing and Price Agreements Product listing on all new deals. Management of existing listing Order portal Assisting externals when required. Confirm all rejections on new stock from stores Maintain a high level
Pricing and Price Agreements Product listing on all new deals. Management of existing listing Order portal Assisting externals when required. Confirm all rejections on new stock from stores Maintain a high level
patient appointments, communicate billing policy to all new patients. Preparing all files for following days
patient appointments, communicate billing policy to all new patients. Preparing all files for following days
Flexi Notes and diary entries.
Keeping all new policies and renewals up to date.
Diary entries
mandates and FICA information Responsible to screen all new clients against various sanction lists prior on