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Client Categorization Notice 2015115 Fatimid Retail ClientProfessional ClientEligible Counterparty
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What is client categorisation notice?
Client categorisation notice is a document used to classify clients based on their risk profile and investment objectives.
Who is required to file client categorisation notice?
Financial institutions and investment firms are required to file client categorisation notices.
How to fill out client categorisation notice?
Client categorisation notices can be filled out by providing relevant information about the client's risk profile and investment objectives.
What is the purpose of client categorisation notice?
The purpose of client categorisation notice is to ensure that clients are appropriately classified based on their risk profile.
What information must be reported on client categorisation notice?
Client categorisation notices must include information such as client name, risk profile, investment objectives, and any other relevant details.
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