Stonebrook Financial

stonebrook · 11 pages · 7 numbers

Every open question the Stak is carrying. Answers file back as update requests and wait for a person, same as any other change.

Voice interview

Dot walks this list and files every answer straight into the Stak.

Talk to Dot PIN 4471
01 Answer these first

Each of these is blocking a piece of work, or has already produced a draft somebody had to correct.

Q1
Is the flat annual fee still tiered by complexity?

Done when: The current fee structure, in the wording compliance has approved.

Q2
Which disclosure language is current — the Stak has two versions.

Done when: The one approved version, verbatim, and the date it was approved.