Your Details
- Name
- {{advisor.Name}}
- Adviser Code
- {{advisor.Distributor_Code__c}}
- Adviser Group Code
- {{advisor.Distributor_Group_Code__c}}
- Adviser Entity
- {{advisor.Distributor_Entity__c}}
- Broker Group
- {{advisor.Broker_Group_Name__c}}
- FSP Number
- {{advisor.FSP_Number__c}}
- GST / IRD Number
- {{advisor.GST_IRD_Number__c}}
- Adviser Type
- {{advisor.Distributor_Type__c}}
- Bank Account Name
- {{advisor.Adviser_Bank_Account_Name__c}}
- Adviser Bank Acct
- {{advisor.Distributor_Bank_Account__c}}
Contact Details
- Email
- {{advisor.PersonEmail}}
- Phone
- {{advisor.Phone}}
- Mobile
- {{advisor.PersonMobilePhone}}
- Address
-
{{advisor.ShippingStreet}}
{{advisor.ShippingCity}}
{{advisor.ShippingState}}
{{advisor.ShippingCountry}}
{{advisor.ShippingPostalCode}}