streamlife

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New Customer SOP

von Scott Bruder

Sample Mind Map

von TATIANA GOMEZ

Around the world in 80 days

von Aiden Wesley Aiden Tenardi

New Map

von Владимир Зорин

data at hand

temporary

travel tickets reservations

medical records

everyone vaccinations visit records scans investigation reports growth charts milestones

filing cabinet

shopping receipts

appliances receipts AMC receipts warranty cards

Tax

next year

current

16 A forms

receipts for expenses

deductions

previous filings

Financial data

salary statements

Bank accounts

1. account numbers 2. card numbers and pin 3.annual/ quarterly statements 4. credit card state ments

Investments

1.fixed deposits 2. sale deeds

Life insurance Health insurance Car insurance

1. policy documents 2. premium paid receipts

essential data Aniruddha Rashmi Arya

all certificates 1. social like birth & marriage 2. academics 3. professional 4. miscellaneous