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CLIENT INFORMATION STATEMENT (CIS) Our Client Information Statement (CIS) is a valuable tool for Guard personnel to be readily familiar with, and conversant about, your business. Per the Guard Terms

How to fill out client information statement 080713

How to fill out client information statement 080713:

1. Start by filling out your personal information. This includes your full name, address, phone number, and email address.
2. Next, provide your date of birth and social security number. This information is important for identification purposes.
3. Proceed to the employment section and fill in details about your current and previous employment. Include the name of the company, your job title, and the dates of employment.
4. In the financial information section, disclose your annual income, assets, and liabilities. This information helps the recipient understand your financial situation.
5. If applicable, provide information about your spouse or partner in the marital status section. Include their name, date of birth, and social security number.
6. Move on to the medical history section and provide information about any pre-existing conditions or allergies. This ensures that the recipient is aware of any potential health concerns.
7. Finally, sign and date the client information statement to certify that all the information provided is accurate and complete.

Who needs client information statement 080713:

1. Individuals who are seeking financial services from a company or organization may need to fill out a client information statement, such as form 080713.
2. Companies or organizations that provide financial services often require clients to provide detailed information about their personal, employment, financial, and medical background.
3. The client information statement ensures that the company or organization has all the necessary information to properly assess an individual's eligibility for the services they offer.

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What is client information statement 080713?

Client information statement 080713 is a form used to collect information about a client's personal details, financial situation, and investment goals. It is commonly used in financial institutions and investment firms.

Who is required to file client information statement 080713?

Any individual or entity that has a client and needs to gather information about them is required to file client information statement 080713. This includes financial advisors, banks, brokers, and other similar organizations.

How to fill out client information statement 080713?

To fill out client information statement 080713, you need to gather relevant information about the client, such as their name, address, contact details, employment information, financial assets and liabilities, investment knowledge and experience, and investment goals. This information can be obtained through a combination of direct questioning, document verification, and other onboarding processes.

What is the purpose of client information statement 080713?

The purpose of client information statement 080713 is to collect necessary information about a client to assess their suitability for a particular investment product or service. It helps financial institutions and investment firms understand the client's financial situation, risk tolerance, and investment objectives to provide them with appropriate investment advice or recommendations.

What information must be reported on client information statement 080713?

Client information statement 080713 typically requires the reporting of the client's personal details (name, address, contact details), employment information, financial assets and liabilities, investment knowledge and experience, risk tolerance, and investment objectives. The exact information required may vary depending on the specific institution or regulatory requirements.