Event: The representative for a broker of mutual funds goes to a customer's home. On her personal computer is a form, half-filled out. It's got the fund buyer's name, address, current account information, and contact details in the right interactive fields. All that remains is to fill out is the name, symbols and amounts of new funds to purchase.

Question: When was it first possible for the rep to go to the home with everything filled out electronically, but the fund purchase information and the client's signature?

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