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Specialists in Client Accounting
& Client Money Protection

Information & Documents required to complete the HealthCheck Questionnaire

Information

Documents*

*Scanned documents to be uploaded at the end of the questionnaire in a zipped folder.

Checklist

To assist you we suggest that before starting to complete the questionnaire you download and print out our detailed Checklist of the key information that you will be asked for.

Note: the questionnaire has no ‘save & return’ option.

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