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Aviva Partner or Director / Shareholder Trust How to complete this trust form Please note that creating a trust can have legal and taxation consequences. You should consult your own professional advisers
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AvivaPartner is a platform provided by Aviva for financial advisers to access tools and information to help them better serve their clients.
Financial advisers who work with Aviva products and services are required to use AvivaPartner.
To fill out AvivaPartner, financial advisers need to log in to the platform using their secure credentials and input their client's information and details about the products they are recommending.
The purpose of AvivaPartner is to provide financial advisers with the necessary tools and resources to assist them in recommending and managing Aviva products for their clients.
Financial advisers must report their client's personal information, financial goals, risk tolerance, and details about the recommended Aviva products.
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