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While talking to my broker: Date: Time: Call made Call received Meeting Brokers name: Brokers firm: Phone number: Email: Investment recommendation: Buy Sell Name of security: Reason for brokers recommendation:
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Start by reading the instructions or guidelines provided for the unsolicited questions. This will give you an idea of what is expected and how to structure your responses.
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Review each question carefully and ensure you understand what is being asked. If there are any unclear or ambiguous questions, consider seeking clarification from the appropriate authority.
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