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Brokerage Services Agreement Appendix 5. Account Number/ Client status request/ ERICH SECURITIES LIMITED is required by the relevant provisions of the Investment Services and Activities and Regulated

How to fill out client status request

How to fill out client status request

1. Start by gathering all the necessary information about the client, such as their name, contact details, and any relevant reference or account numbers.
2. Prepare a client status request form or template, including fields for the required information.
3. Fill out the client's name and contact details accurately in the designated fields.
4. Provide any necessary reference or account numbers related to the client's case or request.
5. Clearly state the purpose or reason for the client status request.
6. Include any additional details or specific questions regarding the client's status that need to be addressed.
7. Double-check all the information filled out in the form for accuracy and completeness.
8. Submit the completed client status request form to the appropriate department or individual responsible for handling such requests.
9. Keep a copy of the filled-out form for your records in case any follow-ups or further actions are required.
10. Follow up with the department or individual to ensure that the client status request is being processed and addressed in a timely manner.

Who needs client status request?

1. Various individuals or entities may need a client status request, including:
2. - Client representatives or advocates who are monitoring the progress of their client's case or request.
3. - Internal departments within an organization responsible for managing client relationships or providing customer support.
4. - Legal professionals or law firms handling client cases and requiring updates on their clients' status.
5. - Government agencies or regulatory bodies overseeing specific industries or sectors where client status is relevant.
6. - Any individual or organization with a legitimate interest in knowing the current status or progress of a client's request or situation.

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What is client status request?

Client status request is a form submitted to update the status of a client's account or record.

Who is required to file client status request?

The client or their authorized representative is required to file a client status request.

How to fill out client status request?

Client status request can be filled out online or by submitting a paper form with the necessary information.

What is the purpose of client status request?

The purpose of client status request is to update and verify the current status of a client's account or record.

What information must be reported on client status request?

Client's personal information, account details, reason for status update, and any supporting documents may need to be reported on client status request.