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EDC USE ONLY: CI #: CUSTOMER PROFILE AND CONSENT 1 CUSTOMER INFORMATION (the applicant) Legal Name of Customer: Trade Name: Address: Website: (Street, City, Province, Country and Postal Code) 2 CONTACT

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What is customer profile document form?

The customer profile document form is a document that collects important information about a customer, such as their personal details, financial situation, and investment objectives.

Who is required to file customer profile document form?

Financial institutions, banks, and investment firms are required to file customer profile document forms for their clients.

How to fill out customer profile document form?

To fill out the customer profile document form, you need to provide accurate and complete information about your personal details, financial status, and investment goals. The form usually includes sections for personal identification, income, assets and liabilities, investment experience, and risk tolerance.

What is the purpose of customer profile document form?

The purpose of the customer profile document form is to help financial institutions assess the suitability of investment products and services for their customers. It allows them to understand the customer's financial situation, risk tolerance, and investment objectives.

What information must be reported on customer profile document form?

The customer profile document form typically requires information such as the customer's name, contact details, date of birth, employment status, income, net worth, investment experience, risk tolerance, and investment objectives.

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