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Financial services providers such as banks, securities firms and asset managers must provide their clients with information on their activities in application of art. 8 of the Financial Services Act. Our fact sheet shows you all the information you need to disclose. It can also be used to fill in digital forms accessible to clients via digital portals.
How it works
Charge your account (only for paid services).
Download the contract in Word format and fill it in according to your needs.
Contact us if you need support from a lawyer to complete the document.