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Max Life Insurance Company Limited Red. Office: 419, Thai Moran Singh Nagar, Railcard, Thesis Balaclava, District Nawabshah, Punjab 144533. Head Office: 11th & 12th Floor, DLF Square, Jacaranda Mary,

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How to fill out intermediary name and code

01

Obtain the intermediary name and code from the intermediary or intermediary company you are working with.

02

Locate the designated fields for intermediary name and code on the required form or document.

03

Fill in the intermediary name accurately as provided to you.

04

Enter the intermediary code in the corresponding field to ensure proper identification.

Who needs intermediary name and code?

01

Individuals or entities engaging in financial transactions that involve intermediaries may need to provide the intermediary name and code.

02

This requirement is often seen in banking, investment, and other financial sectors where intermediaries play a crucial role in facilitating transactions.

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What is intermediary name and code?

Intermediary name and code refer to the details of a third-party intermediary involved in a transaction, along with a unique identifier assigned to them.

Who is required to file intermediary name and code?

Any entity or individual involved in a transaction that includes a third-party intermediary is required to file the intermediary name and code.

How to fill out intermediary name and code?

The intermediary name and code can be filled out in the designated section of the transaction documentation or reporting forms.

What is the purpose of intermediary name and code?

The purpose of intermediary name and code is to track and monitor transactions involving third-party intermediaries for compliance and regulatory purposes.

What information must be reported on intermediary name and code?

The information reported on intermediary name and code typically includes the name of the intermediary, their unique identifier, and details of the transaction.

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