3. Create folder whichever is applicable

a. Invoices – includes proof of payment, invoice, Client Activity Sheet (CAS)

b. Meeting Notes – includes application form, meeting notes/information for client meetings (Initial Advice, Follow Up, Post Service Care and Follow Up Support Meeting)

c. Documents – includes documents sent by clients (ex. Balance sheet, profit and loss, proof of investments)

d. Structures – includes files for structure set up (ex. Company and Trusts, Foundations, etc)