The client meeting and documentation Arrange meeting with the client Request they have creditor details available for meeting Complete Debt Solutions questionnaire and other documentation* Identify client needs Advise on options available to the client (could be re-mortgage, secured loan or debt solutions) If a debt solution is the best route, then identify whether the client could apply for a debt management plan and/or IVA Provide details to the client of each available route. Identify any shortfalls in protection Obtain opportunity to quote on existing protection and building and contents Submit application along with supporting documentation (*letter of authority, proof of income, proof of salary and proof of address). These are the documents you will require for a client meeting: Client questionnaire Income and expenditure form (for completion) Income and expenditure form with example of trigger costs (example) Letter of authority Who are you dealing with Client agreement (where no advice fee is being charged) Client agreement (where an advice fee is being charged) Comparison chart Document checklist