-Provide information that meets the reality so that brokers will be able to make recommendations that best suits the purpose and limitations on investments.-Study and understand the contract before it is signed, or a book. -Cooperation in accordance with a defined system.-Keep a copy of the documents as proof and validation on the document delivery broker carefully. -Continuous knowledge both about the securities, investment, economic trends and the direction of future investments.-Investment analysis carefully.-Keep track of information on the operations of the company, the issuer of securities;
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