Comprehensive and Concierge matters have two meetings. The first meeting (the ‘Strategy Meeting’) can be booked immediately after payment and instructions have been submitted. The second meeting (the ‘Review Meeting’) can be booked once the draft documents have been delivered to you.
Compliance matters only have the ‘Review Meeting’, this meeting can be booked after payment and instructions have been submitted and the draft documents have been delivered to you. If payment and instructions have not been submitted prior to the Review Meeting being scheduled, either a service level change to Comprehensive and Concierge will be required or the meeting must be rescheduled until at least 3 business days after draft documents have been delivered to you.
To the book a meeting please go to the online calendar here.