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2022 Firstly Membership Application Our vision is to reintermediate the Intermediary and offer individuals and organizations access to unique marketing in the Financial Services Sector with minimal
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Financial marketing is the process of promoting financial products and services to potential customers.
Financial institutions and companies offering financial products and services are required to file financial marketing documents.
Financial marketing documents can be filled out by providing accurate information about the products/services being promoted, the target audience, and the marketing strategies used.
The purpose of financial marketing is to attract new customers, retain existing ones, and increase sales of financial products and services.
Financial marketing documents must include details about the products/services, target market, marketing channels, and compliance with regulations.
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