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charlotte.e
About
Username
charlotte.e
Joined
October 2017
Visits
64
Last Active
June 2023
Roles
Member
Activity
Discussions
6
Comments
10
Discussions
Platform due diligence help
151
views
2
comments
0
points
Most recent by
arongunningham
January 2021
Products & providers
Cash Management Providers
120
views
3
comments
0
points
Most recent by
victoriabarberops
April 2020
Products & providers
Trust Factfind?
69
views
0
comments
0
points
Started by
charlotte.e
June 2019
General
Report writing systems?
283
views
8
comments
0
points
Most recent by
richallum
November 2018
Technology & IT
STEP exams
277
views
4
comments
0
points
Most recent by
charlotte.e
October 2018
CPD & Exams
Paraplanner 121 or Pool?
396
views
3
comments
0
points
Most recent by
Jona
June 2018
Paraplanning tips & tricks