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ORIENTAL SECURITIES (PVT) LTD. Corporate Stock Brokerage House Pakistan Stock Exchange Ltd. KarachiCUSTOMER RELATIONSHIP FORM INDIVIDUAL(S)APPLICATION FORM NO. / REF. NO. NAME / TITLE OF ACCOUNT TRADING
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How to fill out customer relationship form
How to fill out customer relationship form
01
Gather all necessary information about the customer such as name, contact details, company name, and job title.
02
Fill out the form accurately and completely.
03
Ensure that all relevant fields are appropriately filled in.
04
Double-check the information provided before submitting the form.
Who needs customer relationship form?
01
Any business or organization that wants to establish and maintain relationships with their customers
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What is customer relationship form?
The customer relationship form is a document used to gather information about the relationship between a company and its customers.
Who is required to file customer relationship form?
Companies that have relationships with customers are required to file customer relationship forms.
How to fill out customer relationship form?
To fill out the customer relationship form, companies need to provide detailed information about their customers and the nature of their relationships.
What is the purpose of customer relationship form?
The purpose of the customer relationship form is to ensure transparency and compliance with regulations regarding customer relationships.
What information must be reported on customer relationship form?
Companies must report detailed information about their customers, including contact information, transaction history, and any potential risks associated with the relationship.
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