Question: Know Your Client Rule is an important step to know everything about your client, what is the First step to comply under this Rule? Complete

"Know Your Client Rule" is an important step to know everything about your client, what is the First step to comply under this Rule? Complete the New Account Application Form (NAAF) or similar document provides by your Investment representative or advisor? Gather personal information about the client namely; name, address, marital status and salary Complete the Financial information required under the New Account Application Form (NAAF) only Gather personal investment goals and objectives and salary information only
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