Final Clients File Closure

Client's Email*

This is the email address of the client that is being updated. Please ensure that this email address matches the client file.
RWA Staff Member*
This is the email address of the staff member submitting this form. Any note in infusionsoft will be applied using your user.
Reason for account closure?*
- May never get in a position to invest.
- May complete the mentoring program when the situation improves.
- Not Yet - May invest in future.
Client services specific field.
What is the client's current status?*
- RWA has paid refund to finalise the account
- Client has paid RWA to finalise the account
- Due to inactivity, the account has been closed
- No response received to any communication
Brief Summary about Client's Situation