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It is a document that lists all assets owned by a specific client.
The client or their designated representative is required to file the index.
The index must be filled out by listing each asset owned by the client along with their value and any other relevant information.
The purpose of the index is to provide a comprehensive overview of the client's assets for reporting and compliance purposes.
All assets owned by the client must be reported, including their value, location, and any other pertinent details.
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