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ADVISORS ADDITIONAL ITEMS TO CONSIDER Name and Address Accountant(s) Life Insurance Agent(s) Investment Advisor(s) Stockbroker(s) Other Attorney(s) Physician(s) Other Consultant or Advisor(s) Telephone
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An itemized list of assets and liabilities that must be reported to the relevant authority.
Individuals or entities who meet certain criteria set by the authority.
You must provide detailed information about each asset and liability, including value, source, and ownership.
To ensure transparency and accountability by disclosing financial information.
All assets and liabilities owned by the individual or entity, including real estate, investments, and debts.
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