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Advisor Manual
20122013
Table of Contents
Advising Guide
The Advisement Process1
Advisor Notes....2
Advising Transfer Students.3
Advising into Transitional Skills Courses.4
My Northeast Hold Information
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Who needs advisor manual 2012-2013:
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Advisor manual - norformast is a set of guidelines and instructions for financial advisors regarding compliance and regulations.
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Financial advisors who are registered with norformast are required to file advisor manual.
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Advisors can fill out the manual by following the instructions provided, which may include completing forms, documenting procedures, and providing necessary information.
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The advisor manual must report information such as client interactions, investment strategies, fee structures, and any conflicts of interest.
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