Active4
Always remind me 60 days before any licence renewal
Active
Always cc Lawrence on Mauritius client emails
Active
Flag any AML refresh that slips past its due date
Active
Brief me on a client before any meeting with them
Active
Suggested by the assistant2
Passport expiries have come up 3 times this month.
Always remind me 60 days before any director passport expiry?
You've asked about Client M's USDT payments twice.
Flag any USDT payment that's more than 2 days late?
Paused1
Auto-summarise every meeting into the client's timeline
Paused