When Requesting Information/records Pertaining to a Client,it Is Sensible and Prudent

question 10

Multiple Choice

When requesting information/records pertaining to a client,it is sensible and prudent to ask for:

• A) ​The information in its entirety
• B) ​Duplicates
• C) ​A summary
• D) ​The last 3-5 years only

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Definitions:

Drawer

In the context of banking and finance, the individual or entity that writes and signs a check, thereby instructing the bank to pay the stated amount to another party.

Acceptor

In the context of banking and finance, an entity that accepts a bill of exchange or draft, agreeing to pay the amount to the holder at a specified date.

Endorser

An individual or entity that signs and backs a document, often a negotiable instrument, indicating their support and assurance.