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Change of Manager/Adviser Form PLEASE COMPLETE IN BLOCK CAPITALS AND BLACK Unimportant Please use this form to notify Concept Group Limited (Concept) of a change of your Financial Adviser, Investment

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How to fill out change of manageradviser form

01

Obtain the change of manager/adviser form from the respective authority.

02

Fill out the form with accurate and complete information, including the current and new manager/adviser details.

03

Provide any supporting documentation required to validate the change, such as legal agreements or consent letters.

04

Sign and date the form in the designated areas.

05

Submit the completed form along with any necessary supporting documents to the relevant authority.

06

Keep a copy of the filled-out form and all supporting documents for your records.

Who needs change of manageradviser form?

01

Individuals or businesses who are making a change in the managerial or advisory positions within their organization.

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What is change of manageradviser form?

Change of manageradviser form is a form used to report any changes in the manager or adviser of a company.

Who is required to file change of manageradviser form?

Any company that experiences a change in their manager or adviser is required to file the change of manageradviser form.

How to fill out change of manageradviser form?

To fill out the change of manageradviser form, you need to provide the updated information of the new manager or adviser along with any necessary supporting documents.

What is the purpose of change of manageradviser form?

The purpose of change of manageradviser form is to update the regulatory authorities about any changes in the leadership roles within a company.

What information must be reported on change of manageradviser form?

The change of manageradviser form requires information such as the name, contact details, qualifications, and experience of the new manager or adviser.

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