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SOLICITOR DISCLOSURE STATEMENT Instructions Please complete this form to change the Solicitor, i.e. Broker Dealer/RIA, of record for all Brokerage and Variable Annuity accounts managed by Hanson Investment
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How to fill out hanlon solicitor disclosure statement

How to Fill Out Hanlon Solicitor Disclosure Statement:
01
Begin by carefully reading the instructions provided with the Hanlon Solicitor Disclosure Statement. Familiarize yourself with the purpose and requirements of the form.
02
Gather all relevant information that needs to be disclosed in the statement. This may include personal and contact information, details about your legal qualifications and experience, any past disciplinary actions, and any conflicts of interest that may exist.
03
Start by filling out the personal information section. Provide your full name, address, phone number, and email address. Ensure that all information is accurate and up to date.
04
In the qualifications and experience section, detail your legal background, including your education, degrees, and certifications. Include information about any past or current affiliations with legal organizations or associations.
05
If you have any disciplinary actions or complaints against you, disclose them in the appropriate section. Provide details about the nature of the disciplinary action, the date it occurred, and any resolutions or consequences that resulted from it.
06
In the conflicts of interest section, disclose any potential conflicts that may arise in your representation of clients. This could include situations where you have personal or financial relationships with individuals involved in a case or when you have a financial interest in the outcome of a matter.
07
Double-check all the information you have provided to ensure accuracy and completeness. Make any necessary corrections or additions.
08
Sign and date the disclosure statement to certify that all the information provided is true and accurate to the best of your knowledge.
Who Needs Hanlon Solicitor Disclosure Statement?
01
Hanlon Solicitor Disclosure Statement is typically required by legal professionals, such as solicitors or attorneys, who are applying for or renewing their license to practice law. It serves as a means of providing transparency and disclosure of relevant information to regulatory bodies or governing authorities.
02
Law firms or legal organizations may also require their attorneys or solicitors to complete the Hanlon Solicitor Disclosure Statement as part of their internal compliance procedures.
03
In some jurisdictions, clients or potential clients may request that a solicitor or attorney provide them with a completed Hanlon Solicitor Disclosure Statement to ensure transparency and make an informed decision when selecting legal representation.
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What is hanlon solicitor disclosure statement?
The Hanlon solicitor disclosure statement is a document that discloses any conflicts of interest or potential biases that a solicitor may have in a legal matter.
Who is required to file hanlon solicitor disclosure statement?
Any solicitor involved in a legal matter is required to file a Hanlon solicitor disclosure statement.
How to fill out hanlon solicitor disclosure statement?
The Hanlon solicitor disclosure statement can be filled out by providing detailed information about any potential conflicts of interest, biases, or relationships that may affect the solicitor's ability to provide unbiased legal advice.
What is the purpose of hanlon solicitor disclosure statement?
The purpose of the Hanlon solicitor disclosure statement is to ensure transparency and ethical behavior in legal matters by disclosing any potential conflicts of interest or biases.
What information must be reported on hanlon solicitor disclosure statement?
The Hanlon solicitor disclosure statement must include information about any financial interests, personal relationships, or past representations that may create a conflict of interest for the solicitor.
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