If your BD requires you to modify the booklet content : Client Services

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Modified on: Tue, 4 Nov, 2014 at 6:34 PM

Simply log into your back office

Click "Compliance FINRA" on the left

then download the zip file of the booklets and modify using Microsoft Word.

Note that once modified to your satisfaction, save these on your PC as these modified booklets cannot be loaded back to our servers.

Each time you get a lead simply print and send the booklet saved on your PC

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