Legal Assistent English Assessment

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Reading Task

Because the client has not paid an additional fee

Because the information is incomplete, unclear or inconsistent

Because the firm does not accept new clients

Because the client has used another adviser before

Identity, address, tax residence and source of funds

Only the client’s passport and telephone number

The name of the client’s previous adviser

As an optional request that the client may ignore

As part of the firm’s legal and regulatory obligations

As a delay caused by the client’s previous adviser

Because the file must first be reviewed by the responsible team

Because clients should not receive updates

Because onboarding always takes several months

Because the firm is not allowed to communicate by email