Get the free Non-Investor Client Questionnaire - justice

Respond by June 4, 2010, File No. MM113349Q INVESTOR CLIENT QUESTIONNAIRE All questionnaires must be submitted by no later than June 4, 2010. You may send your response via email (to Karin. Lucien

How to fill out non-investor client questionnaire

How to fill out a non-investor client questionnaire:

1. Start by carefully reading each question on the questionnaire. Make sure you understand what information is being asked for.
2. Begin filling out the questionnaire by providing your personal details. This may include your name, contact information, and any other relevant information requested.
3. Pay attention to any specific instructions or guidelines provided with the questionnaire. Some questions may require specific formats or additional documentation to support your answers.
4. Answer each question honestly and accurately. Provide all the necessary information requested in each section.
5. If you encounter any questions that you are unsure about or cannot answer at the moment, it's okay to leave them blank. However, it's important to try and provide as much information as possible.
6. Review your responses before submitting the questionnaire. Double-check for any errors or missing information.
7. If there is an option to provide additional comments or explanations, take advantage of it. Use this space to clarify any answers or provide further details if needed.

Who needs a non-investor client questionnaire:

1. Individuals or organizations seeking certain services from a financial institution or advisory firm may be required to fill out a non-investor client questionnaire. This could include services such as account opening, financial planning, or insurance applications.
2. Non-investor client questionnaires are commonly used by banks, financial advisors, insurance companies, and other institutions to gather important information about their clients. The questionnaire helps these entities understand their clients' financial needs, risk tolerance, and other relevant factors.
3. Clients who are not investing but still require financial services or advice, such as budgeting assistance, estate planning, or insurance coverage, may be required to complete a non-investor client questionnaire.
4. The questionnaire allows the service provider to tailor their offerings and recommendations to the specific needs and circumstances of the client. It helps to ensure that the services provided are aligned with the client's preferences and objectives.

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