File note of oral advice
A single format from the Advisory Formats pack. working paper, to be completed the same day and e-mailed to the client.
- 1 page
- 34
- Word and PDF
- 13 September 2026
What it covers
- 1File note of oral adviceworking paper, to be completed the same day and e-mailed to the client
Read the opening
The first part of the format, as it downloads. Blanks are highlighted.
File note — advice given orally
Client [Client's name] | File no. [File number] | Note no. [Note number]
Date and time of the discussion | [DD.MM.YYYY, ____ hours] |
Medium | [Telephone / video call / meeting at ____ / message] |
Present or on the call | [Names and designations, on both sides] |
Who from the firm gave the advice | [Name and designation] |
Note prepared by, on | [Name], [DD.MM.YYYY] |