- access to the web-based diagnostic tool every 12 months;
- lawyer reviewed rating on diagnostic results with a rating of either green (being clean bill of health), amber (being possible issues), and red (being concerns identified) – with the adviser and customer to decide whether to request further assistance from View Legal. If there is any doubt, the adviser should submit a free review to View;
- checklist of key macro issues that have changed in the prior 12 months (that either the adviser or customer can use as a point of reference for self-directed research and assessment).
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