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CLIENT SERVICE LEVEL AGREEMENT betweenSchalk Viljoen (Financial Service Provider, FSP)andClient Name:___Identity Number:___Spouse Name:___Identity Number:___(The Client)Page 1 of 9INTRODUCTION AND
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FSP stands for Financial Service Provider, and client service refers to the support and assistance provided to clients in relation to financial services.
Financial service providers, including banks, investment firms, and insurance companies, are typically required to file FSP and client service reports.
To fill out FSP and client service forms, providers must gather the necessary information about their services, clients, and financial activities, then complete the specified forms according to regulatory guidelines.
The purpose of FSP and client service filings is to ensure transparency and compliance with financial regulations, protect consumers, and provide oversight of financial activities.
Information reported may include client details, types of financial services offered, transaction data, and compliance with regulatory standards.
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