Minutes Of Meeting

Location <Location>
Country <Country>
Date <Date of meeting>
Time <Minutes generated time>
Presenter <Advisor’s Name>
Attendees <List of all Attendees name>
Meeting Description
<Description>

Agenda Topics and Notes

<Agenda item 1>
<Title of Public Note 1>
<Date & Time of Public Note 1>:
<Content of Note 1>
<Title of Public Note 2>
<Date & Time of Public Note >
<Content of Note 2>

<Agenda item 2>

<Title of Public Note 1>
<Date & Time of Public Note 1>
<Content of Note 1>
<Title of Public Note 2>
<Date & Time of Public Note >
<Content of Note 2>

<Agenda item 3>

<Title of Public Note 1>
<Date & Time of Public Note 1>
<Content of Note 1>
<Title of Public Note 2>
<Date & Time of Public Note >
<Content of Note 2>

Contents and Notes

<Media name 1>
<Hyperlink of media 1 in media portal> If shared by Advisor else this media should not appear in
minutes template when sharing>
<Title of Public Note 1>
<Date & Time of Public Note 1>:
<Content of Note 1>
<Title of Public Note 2>
<Date & Time of Public Note >
<Content of Note 2>

<Media name 2>

<Hyperlink of media 2 in media portal> If shared by Advisor else this media should not appear in
minutes template when sharing>
<Title of Public Note 1>
 <Date & Time of Public Note 1>:
<Content of Note 1>
<Title of Public Note 2>
<Date & Time of Public Note >
<Content of Note 2>

General Notes
<Title of Public Note 1>
<Date & Time of Public Note 1>:
<Content of Note 1>
<Title of Public Note 2>
<Date & Time of Public Note >
<Content of Note 2>

**The Agenda Topics & Notes, Content and General notes section should be dynamic. If there are no Notes added to the
above, the ‘Notes’ section should not be generated on the Minutes. The same is applied to Documents segment.

<Signature of client> - image

<Name of client>
<Date>

<Signature of client 2> - image

<Name of client 2>

<Date>

**The client’s signature section should be dynamic. If there are no client signature required,
the ‘client signature section (including name and date> should not be generated on the
Minutes