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Confidential Page 1 of 21 7 February 2011 DataCollection ClientsName DateofInterview DD/MM/YYY RepresentativesName Source referral Note: FinancialAdvisepurposes ClientwasprovidedwithaFinancialService
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Data collection is the process of gathering and measuring information on targeted variables in an established system, which then enables one to answer relevant questions and evaluate outcomes.
All individuals or organizations mandated by law or regulation to collect specific data are required to file data collection.
Data collection can be filled out manually or electronically, following the instructions provided by the regulatory body or organization requesting the data.
The purpose of data collection is to gather accurate and relevant information to analyze trends, make informed decisions, and assess the effectiveness of programs or policies.
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