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Client communications and the budget

At this time of year we receive many requests for review of budget-related promotions. Many firms choose to include promotional messages within their Budget updates rather than merely provide technical information.

At this time of year we receive many requests for review of budget-related promotions. Many firms choose to include promotional messages within their Budget updates rather than merely provide technical information. If you are planning to issue such tailored promotions you may find the following comments useful. These are issues that we routinely identify in this type of financial promotion check.

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