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NEW CLIENT REGISTRATION & CONSENT FORM CLIENT DETAILS Title:___Full Name: ___ Preferred Name: ___DOB:___ / ___ / ___Gender: ___Address: ___ Suburb: ___ State: ___ Postcode: ___ Mobile: __ __ __ __
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01
Gather all necessary information from the client such as name, contact information, address, etc.
02
Provide the client with the registration form and clearly explain all the fields that need to be filled out.
03
Ensure the client fills out all required fields accurately and completely.
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Review the completed registration form with the client to confirm all information is correct.
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Process the registration form according to company procedures.

Who needs new client registration amp?

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New clients who wish to avail of services or products from the company.
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Existing clients who want to update their information or avail of new services.
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New client registration AMP refers to the process of formally registering a new client in the Asset Management Program, ensuring compliance and adherence to regulatory requirements.
Any individual, organization, or entity seeking to establish a business relationship or receive services under the Asset Management Program is required to file a new client registration AMP.
To fill out the new client registration AMP, one must access the registration form, provide accurate personal and business information, and ensure all required documents and signatures are included before submission.
The purpose of new client registration AMP is to collect necessary information to assess clients for suitability, manage risk, and comply with regulatory and operational standards.
Information that must be reported includes client identity, contact information, business details, financial background, and any compliance-related documentation.
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