What if I need to change the appointment or cannot meet with them?
Please let customer service know at least 48 hours before the appointment time and they will do their best to re-appoint that client for you. If we are unable to reappoint it, we will attempt to re-allocate it to another planner. But if the client cancels and we can’t re-booked it for you or reallocate it to another financial planner, you will forfeit the credit. It is extremely important you keep your diary up to date as we book appointments based on your disclosed availability.