| New Customer Procedure: | | 1. Step 1 of brokerage begins with a new customer procedure using the add customer form. | | 2. Customer information belongs to the customer and is retained as long as the customer grants consent to it being retained. |
| B1 Outcome: | | 1. The outcome of the new customer procedure is a new customer record with tasks holding uploaded Letter of Authority (LoA) and Terms of Business (ToB) documents. | | 2. A customer record may be added without a LoA and ToB and be classified as a prospect. | | 2. A business KPI is a count of new customers by month, year and total. |
| Document Control. | | 1. Document Title: New Customer Procedure. | | 2. Description: Bespoke Application Service: New Customer Procedure. | | 3. Keywords: Bespoke Application Service, New Customer Procedure. | | 4. Privacy: Shared with approved people for the benefit of humanity. | | 5. Edition: 1.1. | | 6. Issued: 2 Jan 2018. |
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