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How to fill out the Investment Solicitor online
Filling out the Investment Solicitor form online is a crucial step for Certified Investment Solicitors seeking renewal of their registration. This guide will provide you with a clear, step-by-step approach to accurately complete each section of the form.
Follow the steps to complete your Investment Solicitor form online successfully.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Begin by filling in your last name, first name, and middle name in the designated fields.
- Provide your Tax Identification Number (TIN) in the TIN field.
- Enter your Certificate of Registration Number in the corresponding section.
- Fill in your residential address, including street, city, province, and postal code.
- Input the name of the employer firm you are associated with.
- Complete the firm's principal business address by including its street, city, branch number, province, and postal code.
- The employer must certify the information by signing the application, ensuring it is true, correct, current, accurate, and complete.
- Affix a recent 2x2 black and white photograph of yourself at the designated area, ensuring your printed name and signature are on the back.
- Ensure all required signatures, including those from the officer of compliance and the applicant, are present.
- Indicate the date of submission in the provided space.
- Prepare four copies of the completed form with original signatures to submit; one copy should be retained for your records.
- Attach two current 2x2 photographs as specified, affixed correctly for easy inspection.
- Include a copy of your previous license and ensure that the renewal fee of PhP1,015.00 is prepared for payment.
- Review your completed form for accuracy before submission.
Complete your Investment Solicitor form online today for a smooth renewal process.
When writing an investment agreement, ensure that it clearly defines the parties involved, investment amounts, and terms of the agreement. Include clauses that address risk, mitigation strategies, and exit plans. An Investment Solicitor can provide vital insights to help structure a legally sound agreement.
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