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Competition Rules of Engagement Outside Advisors An Alliance Benefit Group Licensee will not directly market its services to a current client brought to it by an outside advisor without such advisor's express permission. Should a current client brought to an Alliance Benefit Group Licensee by an outside advisor contact the Alliance Benefit Group Licensee and express a desire to work directly with such Licensee, it is the obligation of that Alliance Benefit Group Licensee to notify the outside advisor that he has a client in jeopardy. |
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© Copyright Alliance Benefit Group |
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