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\nOrder number: {{ orderId }}
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\n PDF's are preferable although banks may accept photos of documents provided the full document is in the\n picture and the image is clear. Images should not show more than one document. Avoid\n holding the documents whilst taking a photo.\n
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\"),i+='\n Click the button below to generate the client recommendation. The\n client recommendation is based on the information entered and may be\n adjusted should additional information be provided at a later stage.\n
\n\n This section is currently locked as the transaction has been\n 'Handed Over'.\n
\n \n\n This section is currently locked as the previous section is\n incomplete.\n \n You do not have the relevant permissions to complete this\n section, please email enquiries@dunham-mccarthy.co.uk for more\n information.\n
\n \n\n Detailed instructions need to be taken for each recommendation accepted. Click on each product / service to complete the client instructions.
\n\n This section is currently locked as the transaction has been 'Handed Over'.
\n \n\n This section is currently locked as the previous section is\n incomplete.\n \n You do not have the relevant permissions to take instructions, please\n email enquiries@dunham-mccarthy.co.uk for more information.\n
\n \n\n The process of estate planning begins with gathering detailed information\n and instructions. Please complete the sections before using a 'Handover'\n point to book an appointment with a specialist to complete the process.\n
\n\n Click on the profile{{ progress.length === 2 ? \"s\" : null }} below to add basic information about {{ progress.length > 1 ? \"each\" : \"the\" }} clients status, address, dependants, assets and liabilities.
\n\n This section is currently locked as the transaction has been 'Handed Over'.
\n \n\n You do not have the relevant permissions to complete this section, please\n email enquiries@dunham-mccarthy.co.uk for more information.\n
\n \n\n The below {{ progress.length > 1 ? \"questionnaires\" : \"questionnaire\" }} contains various questions about\n {{ progress.length > 1 ? \"each\" : \"the\" }} clients health, estate planning priorities and current\n arrangements.\n
\n\n This section is currently locked as the transaction has been 'Handed Over'.
\n \n\n This section is currently locked as the previous section is\n incomplete.\n \n You do not have the relevant permissions to take this information, please\n email enquiries@dunham-mccarthy.co.uk for more information.\n
\n \n\n Payment needs to be taken before the clients documents can be completed.
\n\n This section is currently locked as the transaction has been 'Handed Over'.
\n \n\n This section is currently locked as the previous section is\n incomplete.\n \n You do not have the relevant permissions to take payments, please\n email enquiries@dunham-mccarthy.co.uk for more information.\n
\n \nThis section is currently locked as the previous section is incomplete. (Full\n payment not received)
\n\n This transaction was 'Handed Over' by {{ transaction.handover_point_by.name }} on\n {{ formatDateAndTimeLong({date: transaction.handover_point_date}) }}.\n It will now be completed by the specialists at Dunham McCarthy, you are unable to edit your clients details at\n this stage.\n
\n\n This transaction is yet to be handed over for completion by the specialists at\n Dunham McCarthy.\n
\n\n\n \n \n Ask Question / Submit Request\n \n
\n\n\n \n \n Guidance & Instructions\n \n
\n\n\n The process of a mortgage...\n
\n\n Click on the profile{{\n progress.length === 2 ? \"s\" : null\n }}\n below to add basic information about\n {{ progress.length > 1 ? \"each\" : \"the\" }} clients\n status, address, dependants, assets and liabilities.\n
\nThe below questionnaire\n contains various questions about the mortgage requirements.\n
\n\n This section is currently locked as the transaction has been 'Handed Over'.
\n \n\n This section is currently locked as the previous section is\n incomplete.\n \n You do not have the relevant permissions to take this information, please\n email enquiries@dunham-mccarthy.co.uk for more information.\n
\n \nBelow is a detailed questionnaire about the property that you are mortgaging.\n Please complete this section and notify your mortgage advisor when you have found a property.\n
\n\n This section is currently locked as the transaction has been 'Handed Over'.
\n \n\n This section is currently locked as the previous section is\n incomplete.\n \n You do not have the relevant permissions to take this information, please\n email enquiries@dunham-mccarthy.co.uk for more information.\n
\n \n\n This transaction was 'Handed Over' by {{ transaction.handover_point_by.name }} on\n {{ formatDateAndTimeLong({date: transaction.handover_point_date}) }}.\n It will now be completed by the specialists at Dunham McCarthy, you are unable to edit your clients details at\n this stage.\n
\n\n This transaction is yet to be handed over for completion by the specialists at\n Dunham McCarthy.\n
\n\n\n \n \n Ask Question / Submit Request\n \n
\n\n\n \n \n Guidance & Instructions\n \n
\n\n\n Here are the status' of products that the client has proceeded with.\n
\n\n Click on the profile{{ progress.length === 2 ? \"s\" : null }} below to add basic information about\n {{ progress.length > 1 ? \"each\" : \"the\" }} clients status, address, dependants, assets and liabilities.
\n\n The insurance review process begins with gathering detailed information\n and instructions.\n\n Please complete the sections before using a 'Handover' point to book an appointment\n with a specialist to complete the process.\n
\n\n These are the products your {{ transaction.clients.length > 1 ? 'clients have' : 'client has'}} proceeded with:
\n\n This transaction was 'Handed Over' by {{ transaction.handover_point_by.name }} on\n {{ formatDateAndTimeLong({date: transaction.handover_point_date}) }}.\n It will now be completed by the specialists at Dunham McCarthy, you are unable to edit your clients details at\n this stage.\n
\n\n This transaction is yet to be handed over for completion by the specialists at\n Dunham McCarthy.\n
\n\n\n \n \n Ask Question / Submit Request\n \n
\n\n\n \n \n Guidance & Instructions\n \n
\n\n\n {{ helpText }}\n
\n\n{{ documentType }}
\n \n \n