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We are continually being told to aim at the pat-of-butter, transactional approach to the work we do for our clients. So much so that this has affected the money-in-client-account guidelines, and indeed the anti money laundering interview with clients. Now we are being told the complete reverse - that we should spend chargeable time in interview, at which we will learn all about our clients' affairs, their business plan, their savings approach and attitude to risk.

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