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Philip J Milton & Company North Devon's Leading Independent Wealth ManagersCLIENT AGREEMENT To comply with Financial Conduct Authority (FCA) requirements, all Clients and prospective Clients must

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Philip J Milton & Co is a firm of independent financial advisors based in North Devon.

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Philip J Milton & Co clients who have investment accounts with the firm are required to file.

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Clients can fill out the necessary forms provided by Philip J Milton & Co or seek assistance from their financial advisor.

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The purpose of Philip J Milton & Co forms is to report investment account information for tax and compliance purposes.

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Information such as investment holdings, gains/losses, dividends, interest, and other relevant financial data must be reported.

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