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MyAvivaBusiness User GuideMyAvivaBusiness Contents Page WelcomePayments and Leavers3. Introduction2127. Payments and Leavers: Key in paymentActivate your account & log in 4. Activate your MyAvivaBusiness

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How to fill out for use with advisers

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Start by reviewing the application form to understand what information is required.

02

Fill out your personal details accurately, including your name, contact information, and any relevant identification numbers.

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04

Answer any specific questions or sections related to your investment goals or preferences.

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Submit the completed form to your adviser for review and further guidance.

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Anyone who is seeking financial advice or assistance from advisers can use this form. It could be individuals planning for retirement, individuals looking to invest their savings, or anyone needing guidance on financial matters.

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What is for use with advisers?

For use with advisers refers to specific documents or forms required for investment advisers to ensure compliance with regulatory standards.

Who is required to file for use with advisers?

Investment advisers who manage client funds or provide investment advice are required to file for use with advisers.

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To fill out for use with advisers, follow the specific guidelines provided by the regulatory body, ensuring all relevant information is accurate and complete.

What is the purpose of for use with advisers?

The purpose of for use with advisers is to provide necessary disclosures and ensure that advisers comply with regulatory requirements, protecting clients' interests.

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Information that must be reported includes adviser qualifications, business practices, fees, conflicts of interest, and other relevant details.

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