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Change to Client Account of Record
Rev 11/14How to use this form:
FINRA Rule 3110 requires Centaurus to verify updates to a clients account of record. Please mark the appropriate boxes to initiate
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How to fill out change-client-address11-14
How to fill out change-client-address11-14
01
Open the change-client-address11-14 form.
02
Start by entering your personal information, such as your full name, address, phone number, and email address.
03
Next, provide the details of the client whose address you want to change. Include their full name and current address.
04
Fill in the reason for the address change in the designated section.
05
Make sure to double-check all the entered information for accuracy and completeness.
06
Sign and date the form at the bottom.
07
Submit the completed form according to the instructions provided.
Who needs change-client-address11-14?
01
The change-client-address11-14 form is needed by individuals or organizations who have the authority or responsibility to update a client's address in their records or database. This can include government agencies, businesses, financial institutions, and service providers.
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What is change-client-address11-14?
Change-client-address11-14 is a specific form used to notify the relevant authorities about the change of address for a client.
Who is required to file change-client-address11-14?
Any client or organization that has changed their legal address and needs to inform the responsible authority is required to file change-client-address11-14.
How to fill out change-client-address11-14?
To fill out change-client-address11-14, provide the client's previous address, the new address, and any necessary identification information as requested on the form.
What is the purpose of change-client-address11-14?
The purpose of change-client-address11-14 is to officially update the address information of clients to ensure accurate records and communication.
What information must be reported on change-client-address11-14?
The information that must be reported includes the client's previous address, new address, client ID, and contact information.
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