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Customer Declaration / Consent Form (Portfolio Management Services) Customer ID: ___Amount of Investment: ___Date (DD / MM / YYY): __ __ / __ __ / __ __ __ __Type: Purchase / Additional Purchase /

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How to fill out customer declaration consent form

01

Obtain a copy of the customer declaration consent form from the appropriate source.

02

Fill in the required personal information, such as name, address, and contact details.

03

Check the boxes or fill out the sections that pertain to the customer's consent preferences.

04

Review the filled out form for accuracy and completeness.

05

Sign and date the form to indicate that the customer has given consent.

06

Provide a copy of the completed form to the customer for their records.

Who needs customer declaration consent form?

01

Any organization or business that collects personal information from customers or clients may need to have them fill out a customer declaration consent form.

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What is customer declaration consent form?

The customer declaration consent form is a document that allows a customer to give their permission for their personal information to be shared or processed by a third party.

Who is required to file customer declaration consent form?

Typically, individuals or organizations that collect or handle sensitive customer information are required to file the customer declaration consent form.

How to fill out customer declaration consent form?

To fill out the customer declaration consent form, provide all requested personal information, including names, contact details, and specify the purpose for sharing the information. Ensure to sign and date the form.

What is the purpose of customer declaration consent form?

The purpose of the customer declaration consent form is to ensure that customers are aware of how their data will be used and to obtain their explicit consent before sharing their personal information.

What information must be reported on customer declaration consent form?

The form must typically include the customer's identification information, the scope and purpose of data sharing, the types of data being shared, and consent declarations.

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