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CUSTOMER TAKEN Formulas complete the form and email it through to business@pnp.co.za SECTION A OFFICE USE ONLY (To be completed by Finance Shared Services) SAP CUSTOMER NUMBER SAP ACCOUNT GROUP SAP

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How to fill out customer take-on form

01

Gather all required information such as customer's name, contact details, address, etc.

02

Open the customer take-on form either in hard copy or digital format.

03

Fill in the details accurately and legibly.

04

Double check the information provided to ensure accuracy.

05

Submit the completed form to the relevant department or person for processing.

Who needs customer take-on form?

01

Any business or organization that is onboarding a new customer or client needs a customer take-on form.

02

Financial institutions, insurance companies, service providers, and other businesses often require customer take-on forms to establish a relationship and gather necessary information.

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What is customer take-on form?

Customer take-on form is a form that collects information about a new customer when they start a business relationship with a company.

Who is required to file customer take-on form?

Any company or organization that establishes a new business relationship with a customer is required to file a customer take-on form.

How to fill out customer take-on form?

To fill out a customer take-on form, one must provide accurate information about the customer, such as their name, address, contact information, and any relevant identification details.

What is the purpose of customer take-on form?

The purpose of customer take-on form is to gather important information about a customer to ensure compliance with regulations, assess risk, and establish a business relationship.

What information must be reported on customer take-on form?

Information such as customer's name, address, contact details, identification documents, and purpose of the business relationship must be reported on customer take-on form.

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