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PROFESSIONAL SERVICE AGREEMENT (client) hereby retains Wold Consulting, PC to perform management and advisory services on his/her behalf on an ongoing basis. CLIENT MAY CANCEL THIS CONTRACT AT ANY

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What is new client forms?

New client forms are documents used to gather information about clients who are new to a business or organization.

Who is required to file new client forms?

Any person or entity that is establishing a new client relationship is required to file new client forms.

How to fill out new client forms?

New client forms can be filled out either manually on paper or electronically online, following the instructions provided on the form.

What is the purpose of new client forms?

The purpose of new client forms is to collect essential information about new clients in order to establish and maintain a relationship with them.

What information must be reported on new client forms?

New client forms typically require information such as name, contact details, identification documents, and any relevant financial information.

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