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1. [pdf] Pre-Authorized Debit Form - S&R
2. Compensation
3. [pdf] Daily/Guaranteed Interest Account Contract
4. [pdf] Daily/Guaranteed Interest Account Advisor Guide
5. [pdf] Investment Direction Form - DIA/GIA
6. [pdf] Investment Direction - Pivotal Select
7. [pdf] The Approach to Suitable Sales - Reference
8. [pdf] CLHIA MGA Compliance Survey
9. [pdf] Investment Direction - Legacy products
10. Individual Insurance