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GROOM FINANCIAL ADVISORY CONFIDENTIAL QUESTIONNAIRE CLIENT NAME (1): CLIENT NAME (2): Home Address: Home Address: City, State, Zip: City, State, Zip: Home Phone: Home Phone: Work Phone: Work Phone:
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What is confidential questionnaire - groom?
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Anyone involved in the planning or execution of a specific event or project may be required to file a confidential questionnaire - groom.
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The confidential questionnaire - groom typically requires individuals to provide information about potential conflicts of interest, financial relationships, and other relevant details.
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Information such as financial relationships, potential conflicts of interest, and other pertinent details must be reported on the confidential questionnaire - groom.
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