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ALEXANDER FORBES INVESTMENTS UNIT TRUSTS LIMITED Registration number: 2001/015776/06 INVESTMENTS Alexander Forbes, 115 West Street, Sandown, 2196 PO Box 786055, Sandton, 2146 Telephone number: 0860
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Gather all necessary information and documentation related to the change of financial adviser.
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Contact the current financial adviser to inform them of the change and request necessary forms for termination.
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Change of financial adviser charges refers to updating or making amendments to the fees or charges associated with a financial adviser.
Financial institutions or organizations providing financial advising services are required to file change of financial adviser charges.
You can fill out a change of financial adviser charges form provided by the regulating authority or governing body overseeing financial services.
The purpose of change of financial adviser charges is to ensure transparency and accuracy in the fees and charges associated with financial advising services.
The information that must be reported on a change of financial adviser charges includes the previous fees, revised fees, reason for the change, effective date of the change, and any supporting documentation.
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