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200 NEWPORT CENTER DR., SUITE 204, NEWPORT BEACH, CA 92660 T. 949.258.9777 F. 949.258.9749 CONTACTS CURRYGROUP.ORCHID CLIENT INFORMATION FORM Today's Date: I. IDENTIFICATION Child's Name: Date of
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What is 12-16 client information form?
12-16 client information form is a document used to gather information about clients and their investments.
Who is required to file 12-16 client information form?
Investment advisors and financial institutions are required to file 12-16 client information form.
How to fill out 12-16 client information form?
To fill out the form, you need to provide detailed information about the client's financial situation and investment objectives.
What is the purpose of 12-16 client information form?
The purpose of the form is to ensure that investment advisors have a clear understanding of their clients' needs and financial goals.
What information must be reported on 12-16 client information form?
The form typically requires information such as the client's income, investment experience, risk tolerance, and investment objectives.
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