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Advisor Name: ___ Advisor Rep Code: ___NONDISCRETIONARY INVESTMENT MANAGEMENT AGREEMENTThis NonDiscretionary Investment Management Agreement (the Agreement) is made between ___, whose mailing address
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What is approval and authorization for?
Approval and authorization is required to give official permission or consent for certain actions or decisions.
Who is required to file approval and authorization for?
The person or organization responsible for the action or decision being approved or authorized is required to file for approval and authorization.
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Approval and authorization forms can typically be filled out online or submitted through a designated process outlined by the governing body.
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The purpose of approval and authorization is to ensure that actions or decisions are taken with proper permission and oversight.
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Information such as the nature of the action or decision, parties involved, reasons for approval, and any relevant supporting documentation must be reported on approval and authorization forms.
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