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Individual Questionnaire 31 March 2017 Ensure this questionnaire is completed and included with your recordsClient Telephone: Fax:Balance DateEmail:To: Shore Chartered Accountants Ltd Terms of Engagement
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Client questionnaire individual is a form used to gather information about an individual client's financial situation, investment goals, risk tolerance, and other relevant details.
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Any individual client who is seeking financial advice, investment services, or other related services may be required to file a client questionnaire individual.
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The purpose of client questionnaire individual is to help financial advisors or service providers understand the client's financial situation, preferences, and goals in order to provide suitable advice or services.
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