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Disability benefits client policies

This page helps you quickly find the policies we have around our interactions, communications and running of sessions with clients.  If you need the information in an alternative format, please let us know; we would be happy to assist you where we can!


Cancellation policy

To read our cancellation, no-show and rescheduling policy, click here

Digital social media

Social media and communication policy

To read our social media and communication policy, click here

Shake on It

Adviser-client agreement

To read our adviser-client agreement, click here

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