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This is a generic confidentiality agreement that can be used to obtain financial information from a customer that will only provide them to you on a confidential basis.
MFSG has suggested over the years to make it standard protocol to include a confidentiality agreement with a request for financial information when you send a prospect a credit application or when you are updating a file on an existing customer. This will take away a potential excuse to refuse financials and show that you are proactive. This method has proven to be very successful with many MFSG subscribers.