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Independence letter (JZIL)
Refer to Common Letter Features for more information on the letter features not marked.
Independence letter (JZIL)
1
First independence letter and date of previous independence letter
1. 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.
2
Year end
2. Year end
Automatically set to the current year end. You can select the 2 subsequent year ends.
3
Province
3. Province
Automatically obtains setting from the address in the Firm Profile (RD). Affects province mentioned in the Rules of Conduct line.
4
Rules of conduct
4. Rules of conduct
Set automatically to the designation from the Firm Profile (RD). Affects the Rules of Conduct line.
5
Entity registered with US Securities and Exchange Commission
5. Entity registered with US Securities and Exchange Commission
Adds the following extra paragraph when set to 'Yes'