Post Sales Call - Utmost Worldwide

Quilter International policies do not apply to these forms, please get it via Service Log to principal.

1. Workflow

    For HKFI requirements, please kindly refer to below link:

    http://www.hkfi.org.hk/pdf/en/download/20150714_ILAS.pdf

2. Script (updated: 30 Jul 2013)

3. Script (For Select) (Updated: 18 Nov 2015)

4. Letter templates (updated: 30 Jul 2013)

    Uncertain Replies - Notification Letter Template (Chi) / (Eng)

    Unreachable Customer - Notification Letter Template (Chi) / (Eng) 

Utmost Customer Hotline:21536402

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