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SENIOR CLIENT QUESTIONNAIRE Please fill out this form before your first appointment. Your answers will better help us to meet your needs and ensure that you have a happy and satisfying experience.
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What is senior client questionnaire?
Senior client questionnaire is a document that collects important information about elderly clients, including their financial situation, health status, and support system.
Who is required to file senior client questionnaire?
Financial advisors and institutions that have elderly clients are required to file senior client questionnaire.
How to fill out senior client questionnaire?
Senior client questionnaire can be filled out by providing detailed information about the client's assets, income, expenses, medical history, and emergency contacts.
What is the purpose of senior client questionnaire?
The purpose of senior client questionnaire is to help financial advisors make informed decisions about managing the assets and providing appropriate services for elderly clients.
What information must be reported on senior client questionnaire?
Information such as client's financial assets, sources of income, monthly expenses, health conditions, medications, and contact information for family or caregivers must be reported on senior client questionnaire.
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