EXAMPLE CLIENT - Further Information Summary
This area defines when you last received from us a Terms of Business Statement and a copy of your adviser’s business card as is recorded in our records here. Please feel free to click here to see the latest Terms of Business Statement. This is a compliance requirement. If you would like this in paper format you can either print from your screen or just call us and we will happily post one to you.
| Investor Type | Date Business Card Issued | Date Terms Of Business Issued | |
|---|---|---|---|
| Experienced | 22/04/2002 | 22/04/2002 | ![]() |
KEY :
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