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CIS Securities Asset Management Limited(CE API164)
Licensed Corporation under the Securities & Futures Ordinance (CE No. API164) and Exchange
Participant of the Stock Exchange of Hong Kong Limited
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How to fill out customer information amendment form
How to fill out customer information amendment form
01
Obtain the customer information amendment form from the appropriate department or download it from the company's website.
02
Fill in the customer's name, contact information, and any other required identifying details.
03
Indicate the specific information that needs to be amended or updated.
04
Provide any supporting documentation or proof for the requested changes, if necessary.
05
Sign and date the form to certify the changes are accurate and complete.
06
Submit the completed form to the designated person or department for processing.
Who needs customer information amendment form?
01
Customers who need to update or correct their personal information on file.
02
Companies or organizations that require accurate and up-to-date customer details for their records.
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What is customer information amendment form?
A customer information amendment form is a document used to update or modify existing customer details in a company's records.
Who is required to file customer information amendment form?
Customers or clients who need to correct or update their personal or business information in the company's records are required to file this form.
How to fill out customer information amendment form?
To fill out the form, provide accurate updated information, ensure all required fields are completed, and submit the form according to the provided instructions.
What is the purpose of customer information amendment form?
The purpose of the form is to ensure that the company's records are accurate and up to date, thereby improving communication and service delivery.
What information must be reported on customer information amendment form?
Typically, the form must report updated personal information such as name, address, contact numbers, and any relevant account details.
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