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  1. Click ‘Get Form’ to open it in the editor.
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  4. Fill in the details of anyone complaining with you, if applicable. This includes their personal information and contact details.
  5. Indicate the financial services provider or advisor you are complaining about by providing their name and contact information.
  6. Detail your complaint thoroughly in the provided section. Include relevant dates and any prior actions taken regarding your issue.
  7. Review all entered information for accuracy before submitting the form via email or fax as instructed at the end of the document.

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