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Velocity Documents & Compliance Process

  • 26 May 2022
  • 1:00 PM

Learn how to use your Conditions and Documents portal within your Velocity, to add and upload client documents, send emails to clients requesting outstanding documents, how to request e-Sign, and lastly how to send your file for Compliance.


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Office: +1 (416) 276-6445
Email: support@expertfinancial.ca

Address:
5780 Timberlea Blve, Suite 106 | Mississauga, ON L4w 4W8

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