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Primary Disclosure Statement (Authorized Financial Advisers) Name:Michael Ross Fowler (Ross)Registration No:FSP81644Physical Address:1208 Ammonia St, RotoruaPostal Address:PO Box 1286, RotoruaTrading

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How to fill out primary disclosure statement

01

To fill out a primary disclosure statement, follow these steps:

02

Begin by providing your personal information, such as your name, address, and contact details.

03

Specify the purpose of the disclosure statement and the relevant dates.

04

Identify any conflicts of interest that may exist and disclose them accordingly.

05

Provide a detailed description of the subject matter or the financial interest involved.

06

Include any supporting documents or evidence to substantiate the information provided.

07

Sign and date the primary disclosure statement to authenticate it.

08

Submit the completed form to the appropriate authority or organization.

Who needs primary disclosure statement?

01

A primary disclosure statement is typically required by individuals or organizations involved in financial transactions, public office, or professional services.

02

Specific examples may include financial advisors, public officials, politicians, candidates for office, or individuals who hold significant financial interests.

03

The exact requirements may vary depending on the jurisdiction and the nature of the disclosure.

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What is primary disclosure statement?

The primary disclosure statement is a document that discloses a person's financial interests and potential conflicts of interest.

Who is required to file primary disclosure statement?

Certain public officials and employees are required to file a primary disclosure statement.

How to fill out primary disclosure statement?

The primary disclosure statement is typically filled out by providing information about financial interests, assets, liabilities, and potential conflicts of interest.

What is the purpose of primary disclosure statement?

The purpose of the primary disclosure statement is to promote transparency and accountability in government by identifying and addressing potential conflicts of interest.

What information must be reported on primary disclosure statement?

Information such as financial interests, assets, liabilities, and potential conflicts of interest must be reported on the primary disclosure statement.

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