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CONSULTING FIRM: ___ SCORED BY: ___DATE: ___WRITTEN EVALUATION/RANKING Possible PointsScore020___010___010___010___020___010___010___030___020___010___020___010___010___010___200___Scope of Services
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What is form concept of client?
Form concept of client is a document used to gather information and details about the client's preferences, goals, and requirements.
Who is required to file form concept of client?
Financial advisors, consultants or anyone providing services to the client may be required to file form concept of client.
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Information such as client's financial goals, risk tolerance, investment preferences, and any specific requirements must be reported on form concept of client.
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