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Protection of Personal Information PolicyApplicable to Financial Services Provider acting as Category I and II Financial Services Provider in terms of the Financial Advisory and Intermediary Services
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Legal financial advisory and intermediary refers to services provided by professionals to assist clients with legal and financial matters such as investments, mergers, acquisitions, and restructuring.
Individuals or companies providing legal and financial advisory services are required to file legalfinancial advisory and intermediary.
To fill out legalfinancial advisory and intermediary, professionals need to provide detailed information about the services provided, clients served, fees charged, and any conflicts of interest.
The purpose of legalfinancial advisory and intermediary is to ensure transparency, accountability, and compliance with regulations in legal and financial transactions.
Information such as details of services provided, clients served, fees charged, conflicts of interest, and any other relevant information must be reported on legalfinancial advisory and intermediary.
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