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Client Services contact details Phone1300 759 050 Emailinvestors@atriuminvest.com.auTransfer Form This form relates to a Product Disclosure Statement dated 20 September 2022 (PDS) issued by The Trust
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How to fill out client agreements and product
How to fill out client agreements and product
01
Gather all necessary information from the client such as name, address, contact information, and any specific details relevant to the product or service being provided.
02
Review the terms and conditions of the agreement with the client to ensure they understand expectations, payment terms, and any other important information.
03
Fill out the agreement with all the required information in clear and concise language to avoid any misunderstandings.
04
Have the client review and sign the agreement to confirm their acceptance of the terms outlined.
05
Provide a copy of the signed agreement to the client for their records.
Who needs client agreements and product?
01
Anyone who is providing a product or service to a client should have a client agreement in place.
02
Clients who are purchasing products or services should also review and sign agreements to ensure they understand the terms of the transaction.
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What is client agreements and product?
Client agreements and product refer to the contracts or agreements made between a business and its clients, as well as the details of the products or services being provided.
Who is required to file client agreements and product?
Businesses and companies that have clients and offer products or services are required to file client agreements and product.
How to fill out client agreements and product?
Client agreements and product can be filled out by including all relevant details about the agreement, such as terms and conditions, payment information, and details about the products or services being provided.
What is the purpose of client agreements and product?
The purpose of client agreements and product is to document the terms of the agreement between a business and its clients, as well as the details of the products or services being provided.
What information must be reported on client agreements and product?
Information that must be reported on client agreements and product includes details about the agreement, payment terms, products or services offered, and any other relevant information.
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