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Referred By :National Bank of Canada
18883072997
Partnership Branched original to :
National Bank of Canada
Partnership Branch
500 Place dares, 22nd floor
Montreal,
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What is contact form - advisor?
The contact form - advisor is a regulatory document used to provide information about investment advisors to the appropriate regulatory authority.
Who is required to file contact form - advisor?
Investment advisors who manage client assets or provide investment advice are required to file the contact form - advisor.
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To fill out the contact form - advisor, you need to provide accurate details about your business, including contact information, services offered, and any relevant disclosures.
What is the purpose of contact form - advisor?
The purpose of the contact form - advisor is to ensure transparency and regulatory compliance by collecting pertinent information about investment advisors.
What information must be reported on contact form - advisor?
Information that must be reported includes the advisor's name, business address, contact information, services provided, and disclosures related to fees and conflicts of interest.
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