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The take on form is a document that is used to collect information about a new client or customer.
Any individual or entity that is establishing a new business relationship with a financial institution or other organization may be required to file a take on form.
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The purpose of the take on form is to verify the identity of new clients or customers and to assess any potential risks associated with the business relationship.
The take on form may require information such as name, address, contact details, date of birth, occupation, sources of income, and purpose of the business relationship.
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