Independence letter (JZIL)
Refer to Common Letter Features for more information on the letter features not marked.
| Number | Name | Description |
|---|---|---|
|
First independence letter and date of previous independence letter |
Indicate whether or not this is the first independence letter done for the client. If set to 'No' you will also need to indicate the date of the previous letter. |
|
Year end |
Automatically set to the current year end. You can select the 2 subsequent year ends. |
|
Province |
Automatically obtains setting from the address in the Firm Profile (RD). Affects province mentioned in the Rules of Conduct line. |
|
Rules of conduct |
Set automatically to the designation from the Firm Profile (RD). Affects the Rules of Conduct line. |
|
Entity registered with US Securities and Exchange Commission |
Adds the following extra paragraph when set to 'Yes'
|
