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Head Office One West mount Road North P.O. Box 1603 STN. Waterloo, Waterloo, Ontario N2J 4C7 TF 1.800.668.4095 T 519.886.5210 F 519.883.7404 savings retirement equitable. Capital SELECT ADVISOR DSC
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What is pivotal select - advisor?
Pivotal select - advisor is a specialized form required to be filed by certain financial advisors in the securities industry.
Who is required to file pivotal select - advisor?
Financial advisors in the securities industry are required to file pivotal select - advisor.
How to fill out pivotal select - advisor?
Pivotal select - advisor can be filled out electronically or manually by providing required information accurately.
What is the purpose of pivotal select - advisor?
The purpose of pivotal select - advisor is to provide regulatory authorities with information about financial advisors in the securities industry.
What information must be reported on pivotal select - advisor?
Information about the financial advisor's background, qualifications, and business activities must be reported on pivotal select - advisor.
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