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CONFIDENTIAL CLIENT QUESTIONNAIRE Name of Client 1: Name of Client 2: Adviser Name:(Adviser to complete)Interview Date/Details:(Adviser to complete)BASIS FOR OUR ADVICE This questionnaire has been

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What is name of client 1?

Client 1's name is John Smith

Who is required to file name of client 1?

The accountant or tax preparer is required to file name of client 1

How to fill out name of client 1?

Name of client 1 should be filled out using the full legal name as it appears on official documents

What is the purpose of name of client 1?

The purpose of name of client 1 is to identify the individual for tax and financial reporting purposes

What information must be reported on name of client 1?

Information such as full legal name, address, social security number, and financial information must be reported on name of client 1

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