Thank you for booking your call, I look forward to speaking with you soon.
So that we can make best use of our limited time together, I ask that you please complete the following check-list:
- Ensure that you have a 15-minute window where you will be uninterrupted in a quiet location.
- You’ve reviewed the email containing the investment prospectus.
You have checked the requirements and can meet both the liquid and asset means test in a respectable timeframe.
– Lyndon H.