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DEADLINE: JANUARY 17, 2012 (RETAIN COPY FOR ADVISOR and STUDENT) Business Professionals of America Delaware Association STATE OFFICER INTEREST FORM Name: National Member: Yes No Number of years in
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What is retain copy for advisor?
Retain copy for advisor is a document that must be kept by the advisor for record-keeping purposes.
Who is required to file retain copy for advisor?
Advisors are required to file retain copy for advisor.
How to fill out retain copy for advisor?
Retain copy for advisor can be filled out by including all relevant information and signatures.
What is the purpose of retain copy for advisor?
The purpose of retain copy for advisor is to ensure that advisors have a record of the documents they have provided to clients.
What information must be reported on retain copy for advisor?
Information such as client name, date of transaction, and type of service provided must be reported on retain copy for advisor.
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