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Retail institutional and healthcare refers to the reporting requirements for financial institutions that engage in retail activities, institutional investments, and healthcare services.
Financial institutions that fall under the categories of retail, institutional, and healthcare are required to file retail institutional and healthcare reports.
Retail institutional and healthcare reports can be filled out electronically through the designated regulatory platform or submitted in paper form with the required information.
The purpose of retail institutional and healthcare reporting is to provide regulators with insights into the financial activities and services offered by institutions in these sectors.
Information such as financial performance, customer demographics, investment portfolios, and healthcare services offered must be reported on retail institutional and healthcare forms.
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