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Identify your key ISA prospects |
Increased 2012/13 ISA allowance
An increase of £600 to £11,280 is an opportunity to target existing and new clients to ensure they maximise their ISA allowance for the 2012/13 tax year. |
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Shape the ISA that best matches your client's needs |
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Download and complete your client's sales documents |
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Send us your client's application |
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Create your client contact plan |
To order your free supply, please contact your dedicated Regional Account Manager on 0500 546 546 |
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