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Declaration Form Financial Advice Provider Hunter Mortgages LimitedAddress61 Bell Road, Waiwhetu, Lower Hunt, Wellington, 5010Financial AdviserTajash PatelLendermeans a lender (including their associated
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How to fill out financial advice declaration
How to fill out financial advice declaration
01
Obtain the financial advice declaration form from your financial advisor or the financial institution.
02
Fill in your personal details, including name, address, contact information, and any other required information.
03
Disclose your financial goals and objectives in detail.
04
Provide information about your current financial situation, including your income, assets, debts, and expenses.
05
State any limitations or restrictions you have regarding investment options or risk tolerance.
06
Sign and date the declaration to confirm that the information provided is accurate and complete.
Who needs financial advice declaration?
01
Individuals seeking advice on managing their finances
02
Investors looking to make informed investment decisions
03
People considering financial planning for their future
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What is financial advice declaration?
The financial advice declaration is a formal statement that discloses the advice given by a financial advisor to a client.
Who is required to file financial advice declaration?
Financial advisors are required to file financial advice declarations.
How to fill out financial advice declaration?
Financial advisors must provide details of the advice given to clients, including the nature of the advice and any potential conflicts of interest.
What is the purpose of financial advice declaration?
The purpose of financial advice declaration is to increase transparency and accountability in the financial advisory industry.
What information must be reported on financial advice declaration?
Financial advisors must report details of the advice given, any fees or commissions received, and any potential conflicts of interest.
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