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LEG Up! PERSONAL INFORMATION FOR REGISTRATION
CONFIDENTIAL WHEN COMPLETED
First Name:Last Name:Street:Unit:City:Postal Code:Home Phone #:Cell #:Email Address:
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What is leg up personal information?
Leg up personal information is a form that collects information about an individual's personal and financial details.
Who is required to file leg up personal information?
Individuals who have accounts or investments with Leg Up Financial Services are required to file leg up personal information.
How to fill out leg up personal information?
You can fill out leg up personal information online through the Leg Up Financial Services website or by requesting a paper form from their customer service.
What is the purpose of leg up personal information?
The purpose of leg up personal information is to ensure that Leg Up Financial Services has accurate information about their clients for regulatory compliance and account management.
What information must be reported on leg up personal information?
Information such as full name, address, social security number, income, assets, and financial transactions must be reported on leg up personal information.
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