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PRU Flexible Retirement Plan (Drawdown with SIPP Option)Application form to convert Personal Pension to Drawdown Please use black ink and write in CAPITAL LETTERS or tick as appropriate. Any corrections
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What is pruadviser?
Pruadviser is a platform designed to help financial advisors manage their clients and comply with regulatory requirements.
Who is required to file pruadviser?
Financial advisors and professionals who provide investment advice are required to file pruadviser.
How to fill out pruadviser?
Pruadviser can be filled out online through the platform by entering the required information about clients and investment advice provided.
What is the purpose of pruadviser?
The purpose of pruadviser is to track and report client information and investment advice to ensure regulatory compliance.
What information must be reported on pruadviser?
Information such as client details, investment recommendations, and any conflicts of interest must be reported on pruadviser.
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