E 20.7: Guidance for Standard V
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Last updated 9:49 PM on 3/29/26
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6 Terms
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Standard V(A): Diligence and Reasonable Basis
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Standard V(A): Diligence and Reasonable Basis: Guidance
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Standard V(B): Communication with clients and Prospective Clients
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Standard V(B): Communication with clients and Prospective Clients: Guidance
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Standard V(C): Record Retention
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Standard V(C): Record Retention: Guidance
