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FOR OFFICE USE CLIENT INTRODUCTION Formulaic CodeBSENSEF&ODate:Client Name:Past Broker, if any:Nature of Business & Portfolio Size:Deposit Taken:CURRENCYBRANCHSr. No. Trader / Investors would like
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01
To fill out the past broker section, follow these steps:
02
Start by providing the name of the broker you previously worked with.
03
Include the duration of your association with the broker, mentioning the start and end dates.
04
Specify the type of brokerage services you received from them.
05
If applicable, mention any special achievements or milestones achieved during your collaboration with the broker.
06
Finally, sign and date the past broker section to acknowledge the accuracy of the information provided.

Who needs past broker if any?

01
Individuals who have previously worked with a broker and want to disclose their past association are required to fill out the past broker section.
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Past broker refers to any previous brokers used by an individual or organization.
Any individual or organization who has used previous brokers in the past is required to file past broker information.
The past broker information can be filled out by providing details such as broker name, contact information, and the period of time the broker was used.
The purpose of past broker information is to track the history of brokers used and ensure transparency in financial transactions.
The information that must be reported on past broker includes broker name, contact details, and the duration of the broker-client relationship.
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