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2. Ultimate Client Onboarding Checklist for Financial Advisors ...

   www.aol.com/ultimate-client-onboarding-checklist...

   Your onboarding checklist for this phase may include: Introducing the client to other members of your team or your support staff. Reviewing the client's financials and discussing what their goals ...

3. PDF - Wikipedia

   en.wikipedia.org/wiki/PDF

   Interactive Forms is a mechanism to add forms to the PDF file format. PDF currently supports two different methods for integrating data and PDF forms. Both formats today coexist in the PDF specification: [38] [53] [54] [55] AcroForms (also known as Acrobat forms), introduced in the PDF 1.2 format specification and included in all later PDF ...

4. List of open file formats - Wikipedia

   en.wikipedia.org/wiki/List_of_open_file_formats

   An open file format is a file format for storing digital data, defined by a published specification usually maintained by a standards organization, and which can be used and implemented by anyone. For example, an open format can be implemented by both proprietary and free and open source software , using the typical software licenses used by each.

5. Onboarding - Wikipedia

   en.wikipedia.org/wiki/Onboarding

   Online onboarding, i.e., digital onboarding, means onboarding training that is carried out partially or fully online. [ 27 ] [ 28 ] [ 29 ] Onboarding a new employee is a process where a new hire gets to know the company and its culture and receives the means and knowledge needed to become a productive team member. [ 30 ]

6. Induction programme - Wikipedia

   en.wikipedia.org/wiki/Induction_programme

   A typical induction programme will include at least some of the following: any legal requirements (for example in the, some Health and Safety training is obligatory); any regulatory requirements (for example in the banking sector certain forms need to be completed)

7. PDF/A - Wikipedia

   en.wikipedia.org/wiki/PDF/A

   PDF is a standard for encoding documents in an "as printed" form that is portable between systems. However, the suitability of a PDF file for archival preservation depends on options chosen when the PDF is created: most notably, whether to embed the necessary fonts for rendering the document; whether to use encryption; and whether to preserve additional information from the original document ...