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Subscription number
SUB-2025-000153
Next Steps
Confirmation Received
Within 1 business dayWe have received your subscription and assigned it to an advisor.
Advisor Assignment
Within 2 business daysYour dedicated advisor will introduce themselves and confirm your first meeting.
Initial Consultation
Within 1 weekYou will have your first meeting to discuss your current financial situation and objectives.
Ongoing Support
OngoingRegular reviews and updates are provided throughout your subscription.
Advisor Assignment
An accredited advisor will contact you soon to schedule your first session and answer initial queries.
All onboarding steps completed within one week.
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