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White Oaks Wealth Advisors, Inc. Values & Goals Assessment Worksheet Please tell us about yourself Thank you for taking time to fill out our Financial Plan Questionnaire. The information that you
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What is personal information - client?
Personal information - client is any information related to an individual that can be used to identify them, such as name, address, contact information, and financial details.
Who is required to file personal information - client?
Any individual who is a client of a service or organization that collects and stores personal information.
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Personal information - client can be filled out by providing accurate and up-to-date information about the individual, either through a physical form or online portal.
What is the purpose of personal information - client?
The purpose of personal information - client is to ensure that the service provider has accurate records for their clients and can provide personalized services.
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Personal information - client must include details such as name, address, phone number, email, date of birth, and any relevant financial information.
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