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Disclosures concerning Crawford Wealth Management (Pty) Ltd as required by FANS In terms of the Financial Advisory and Intermediary Services Act (FANS) (Act No. 37 of 2002) the following information
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Start by gathering all the necessary information and documents, including your personal identification details, financial statements, and any relevant investment information.
02
Review the disclosure repdoc carefully, ensuring you understand each question and requirement.
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Provide accurate and complete information for each section of the repdoc. This may include disclosing any potential conflicts of interest, previous financial transactions, or other relevant information.
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If you have any doubts or questions about the repdoc, consult with a financial advisor or ChalfordWealth representative for clarification.
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Who needs disclosure repdoc - chalfordwealth:

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Individuals who are engaging in financial transactions or seeking financial advice from ChalfordWealth may be required to fill out the disclosure repdoc.
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Investors who are considering investing in ChalfordWealth-managed funds or products may also need to complete this document.
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Existing clients who are updating their information or engaging in new financial activities with ChalfordWealth may be asked to complete the disclosure repdoc as well.
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Disclosure repdoc - chalfordwealth is a document that requires individuals to disclose any potential conflicts of interest or financial connections that may impact their work at ChalfordWealth.
All employees, contractors, and consultants of ChalfordWealth are required to file disclosure repdoc - chalfordwealth.
Disclosure repdoc - chalfordwealth can be filled out electronically or manually by providing accurate and complete information about any financial interests or relationships that could create conflicts of interest.
The purpose of disclosure repdoc - chalfordwealth is to ensure transparency and integrity in the business operations of ChalfordWealth by identifying and managing potential conflicts of interest.
Information that must be reported on disclosure repdoc - chalfordwealth includes details of any financial interests, relationships, or connections that may impact the individual's work at ChalfordWealth.
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