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Non-Registered Investment Application Direct Client(s) c New Client c Existing Client Number Identification and the client s signature are not required for renewals into the same Home Trust account.
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What is direct clients?
Direct clients refer to customers who purchase goods or services directly from a business without involving any intermediaries or middlemen.
Who is required to file direct clients?
Businesses or individuals who have direct clients are required to file direct client information.
How to fill out direct clients?
Direct client information can be filled out electronically or manually on the designated form provided by the tax authority.
What is the purpose of direct clients?
The purpose of collecting direct client information is to better understand the customer base and track sales patterns.
What information must be reported on direct clients?
Information such as customer name, contact details, purchase history, and transaction amount must be reported on direct clients.
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