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Initial Consultation Comprehensive QuestionnaireCHILDS INFORMATIONTodays Date Child's Name Age DOB / / Sex: Grade in School Name Child's First Language Primary Language at Home Initial Assessment
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Initial consultation comprehensive questionnaire is a detailed form that gathers complete information about a client's background, goals, and financial situation.
Any individual or organization seeking financial or investment advice may be required to complete and file an initial consultation comprehensive questionnaire with their financial advisor.
The initial consultation comprehensive questionnaire can typically be filled out electronically or in person with the assistance of a financial advisor. It is important to provide accurate and detailed information.
The purpose of the initial consultation comprehensive questionnaire is to help the financial advisor understand the client's financial situation, goals, and risk tolerance in order to provide personalized advice and recommendations.
Information such as income, assets, debts, investment goals, risk tolerance, and financial objectives must be reported on the initial consultation comprehensive questionnaire.
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