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NEW CLIENT QUESTIONNAIRE Welcome to Giles & Lies Chartered Accountants Ltd. Please take the time to fill in your details below to assist our discussions with you. Once you are happy for Giles & Lies
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New client questionnaire welcome is a form that gathers information about a new client to better understand their needs and preferences.
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New clients are required to file the new client questionnaire welcome form.
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To fill out the new client questionnaire welcome, the new client must provide accurate and complete information about their personal details, financial situation, and investment goals.
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