Client: Ref:Year end: File no: PLANNING MEMORANDUM EXAMPLE ONLY - DO NOT PHOTOCOPY THIS FORM! A planning memorandum should be used to draw together the planning work performed. The headings and content are suggestions only. These should be tailored to the requirements of the client. Background information For example: A summary of the nature of the company A summary of the industry, regulatory and other external factors affecting the company. What locations does the company trade from? What are the client's office hours? Directions to client Any other useful information
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