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BROKER GENERIC PRIVACY DISCLOSURE / APPOINTMENT TO ACT / INFORMATION STATEMENT & EMAIL COMMUNICATION CONSENTOVERVIEW This Privacy Disclosure Statement & Email Communication Consent is relevant to:

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How to fill out broker generic privacy disclosure

01

Obtain the broker generic privacy disclosure form from your broker.

02

Read through the form carefully to understand the information being disclosed.

03

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

04

Provide any additional information or permissions as requested on the form.

05

Sign and date the form to acknowledge that you have understood and agreed to the privacy disclosure.

06

Return the completed form to your broker as per their instructions.

Who needs broker generic privacy disclosure?

01

Anyone who is using the services of a broker to manage their investments or finances needs to have a broker generic privacy disclosure.

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What is broker generic privacy disclosure?

Broker generic privacy disclosure is a document that outlines how a broker collects, uses, and shares clients' personal information.

Who is required to file broker generic privacy disclosure?

Brokers who handle clients' personal information are required to file broker generic privacy disclosure.

How to fill out broker generic privacy disclosure?

Brokers need to provide detailed information about their data collection practices, privacy policies, and how clients can opt out of certain uses of their information.

What is the purpose of broker generic privacy disclosure?

The purpose of broker generic privacy disclosure is to inform clients about how their personal information is being used and to provide them with options to control their data.

What information must be reported on broker generic privacy disclosure?

Brokers must report what types of personal information they collect, how it is used, who it is shared with, and how clients can opt out of certain uses.

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