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County Contract No. 4.03 TRINITY COUNTY Department Health & Human Services Board Item Request Form 20150106 Contact Phone Requested Agenda Location Christine Poppy 5306231265 County Matters Requested
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Introduce and waive form is a document used to disclose any potential conflicts of interest or relationships when introducing new clients or waiving fees for existing clients.
Financial advisors, investment firms, and anyone involved in the financial industry may be required to file introduce and waive forms.
Introduce and waive forms can typically be filled out online or in person, and will require information about the client, the advisor, and details about the relationship or fee waiver.
The purpose of introduce and waive form is to ensure transparency and disclosure of any potential conflicts of interest when introducing new clients or waiving fees for existing clients.
Information such as client details, advisor details, any potential conflicts of interest, and details about the relationship or fee waiver must be reported on introduce and waive form.
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