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PERTH MINT DEPOSITORY SERVICES CLIENT INFORMATION PACKAGE & OPERATING PROCEDURES 1 January 2010 Page:1 CONTENTS A PRIVATE CLIENT SERVICE .........................................................................................................................1
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What is client information package?
The client information package contains all the relevant information about a client, including personal details, financial data, and any other pertinent information.
Who is required to file client information package?
Any individual or entity that is providing services to a client and is required to maintain client records is required to file the client information package.
How to fill out client information package?
The client information package can be filled out by providing accurate and up-to-date information about the client, including contact information, financial details, and any other required information. It is important to follow the specific instructions provided by the governing body.
What is the purpose of client information package?
The purpose of the client information package is to ensure that all relevant information about a client is documented and easily accessible for compliance and regulatory purposes.
What information must be reported on client information package?
The client information package must include personal information such as name, address, contact details, as well as financial information and any other relevant details as required by the governing body.
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