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This document serves as a comprehensive customer information file for entities such as sole proprietorships, partnerships, corporations, and cooperatives applying to Filidian Bank. It collects essential business details including the business name, office address, nature of business, and contact information of the authorized representatives, alongside compliance information related to FATCA.
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How to fill out customer information file
How to fill out customer information file
01
Open the customer information file template.
02
Enter the customer's full name in the designated field.
03
Fill in the customer's contact details including phone number and email address.
04
Provide the customer's address, including street, city, state, and zip code.
05
Input additional information such as date of birth or account number if applicable.
06
Review the information for accuracy and completeness.
07
Save the file with a clear and identifiable name.
Who needs customer information file?
01
Businesses collecting customer data for marketing purposes.
02
Customer service departments for better service delivery.
03
Sales teams for lead tracking and follow-ups.
04
Legal and compliance departments for customer verification.
05
Data analysts for customer insights and trend analysis.
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