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Client Statement of Disclosure (RDI)
Updated as January 1, 2021SinclairCockburn Financial Services Inc. and our Relationship with You
SinclairCockburn Financial Services Inc. (hereinafter called CFS)
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How to fill out client statement of disclosure
How to fill out client statement of disclosure
01
Begin by gathering all necessary information related to the client's disclosure, such as personal details, financial information, and any relevant documents.
02
Clearly state the purpose of the disclosure statement and provide a brief overview of what will be included.
03
Use clear and easy-to-understand language when filling out the form, avoiding any technical jargon or complex terms.
04
Be thorough and accurate when providing information, ensuring that all details are up-to-date and relevant.
05
Review the completed disclosure statement for any errors or missing information before submitting it to the appropriate party.
Who needs client statement of disclosure?
01
Clients who are required to provide disclosure of personal or financial information for legal, regulatory, or contractual purposes.
02
Financial institutions, investment firms, or other entities that require clients to provide comprehensive information for due diligence or compliance purposes.
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What is client statement of disclosure?
Client statement of disclosure is a declaration of financial interests and potential conflicts of interest made by a client.
Who is required to file client statement of disclosure?
Any client who has financial interests or potential conflicts of interest is required to file a client statement of disclosure.
How to fill out client statement of disclosure?
Clients can fill out the statement by providing accurate information about their financial interests and potential conflicts of interest.
What is the purpose of client statement of disclosure?
The purpose of client statement of disclosure is to ensure transparency and ethical behavior in financial dealings.
What information must be reported on client statement of disclosure?
Clients must report all financial interests, investments, assets, liabilities, and any other relevant information that may pose a conflict of interest.
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