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Bristol Center for Enablement Wheelchair & Special Seating Service EXISTING CLIENT REFERRAL FORM DSC040 Address:Client Name: DSC No: NHS No:Post Code:Date of Birth:Tel. No: Email: Present equipment:
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To fill out DSC040 E EX client, follow the steps below: 1. Start by downloading the DSC040 E EX client form from the official website.
02
Fill in the client's personal information, including their name, address, contact details, and identification number.
03
Provide information about the client's financial situation, including their income, expenses, assets, and liabilities.
04
Complete the sections related to the client's investment objectives, risk tolerance, and investment experience.
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If applicable, indicate any specific investment preferences or restrictions the client may have.
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Ensure all the required fields are filled out accurately and legibly.
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Review the completed form to ensure all information is correct and complete.
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Sign and date the form, indicating your role (e.g., client, advisor) as required.
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Submit the filled-out DSC040 E EX client form to the designated authority or organization.

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DSC040 E EX client is needed by individuals or entities who are interested in seeking financial advice or investment services from a financial institution or advisor.
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DSC040 E EX Client is a form used for reporting client information to the authorities.
Any entity or individual who has clients that meet the criteria specified by the authorities.
The form can be filled out online or in paper format, by providing all the required client information accurately.
The purpose of DSC040 E EX Client form is to provide client information to the authorities for regulatory compliance.
The form requires reporting client name, contact information, identification number, and other relevant details.
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