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New from Research Assistant: Account Documentation Policy and Procedure Template
Your Account Documentation policy and procedure is the cornerstone of your Compliance Management System. Without a comprehensive and clear Account Documentation policy, an organization cannot effectively show it complied with its other processes and procedures. Remember: if something isn’t in your account notes or captured in the account file/history, it didn’t happen.
With the Research Assistant Policy and Procedure Template, you'll get an up-to-date, comprehensive policy template, clear instruction on how to tailor it to your company's details and needs, and direction on key considerations your account documentation policy must consider.