Business plan and strategy—minutes of bi-annual review meeting
Business plan and strategy—minutes of bi-annual review meeting

The following Practice Compliance precedent provides comprehensive and up to date legal information covering:

  • Business plan and strategy—minutes of bi-annual review meeting

Business plan and strategy—minutes of bi-annual review meeting

Section A: General

Date of meeting
Persons in attendance (name(s) and role(s))

Section B: Review of the business plan

Review of the legal form and activities of the firm[State your conclusions on whether the business plan accurately reflects the legal form of your firm and the activities you undertake. If not, state any action points including details of the person responsible for taking those actions in Section C]
Check details of key people and professional advisors identified in the plan are current[Confirm details are current. If details are out of date, state any action points including details of the person responsible for taking those actions in Section C]
Review of client groups to be served, including how we will provide our
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