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Which of the following statements relate to the 'Act' stage of the EDRAS process? Select all that apply. All the necessary application forms have been
Which of the following statements relate to the 'Act' stage of the EDRAS process? Select all that apply. All the necessary application forms have been completed with the customer. Personal information is collected. A needs analysis is undertaken. Funds should be booked in a timely manner. All of the necessary documents have been provided to the customer so they can refer to them after the meeting. E.g., product brochures and disclose statements outlining the key features, fees and risks
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