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STONEHENGE FLEMING INVESTMENT MANAGEMENT (SWISS) AG CLIENT INFORMATIONTHIS INFORMATION BROCHURE PROVIDES YOU WITH INFORMATION ABOUT STONEHENGE FLEMING INVESTMENT MANAGEMENT (SWISS) AG (HEREINAFTER
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Step 1: Collect basic client information such as name, age, address, and contact details.
02
Step 2: Ask for the client's financial goals and investment objectives.
03
Step 3: Gather information about the client's employment status, income, and expenses.
04
Step 4: Determine the client's risk tolerance and risk appetite.
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Step 5: Request documentation to verify the client's identity and financial information.
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Step 6: Fill out the necessary forms or documents provided by the investment company or financial institution.
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Step 7: Review and double-check the completed client information for accuracy and completeness.
08
Step 8: Submit the client information to the appropriate department or contact at the investment company or financial institution.

Who needs client information - investment?

01
Investment advisors or financial planners who offer investment services to clients.
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Financial institutions such as banks, brokerage firms, or investment companies.
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Regulatory bodies or government agencies overseeing investment activities.
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Legal entities or professionals involved in managing client investments.
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Client information - investment includes details such as client's financial status, investment goals, risk tolerance, and investment preferences.
Financial advisors and investment firms are required to file client information - investment for their clients.
Client information - investment can be filled out through forms provided by the financial advisor or investment firm, where clients can input their financial details and investment preferences.
The purpose of client information - investment is to help financial advisors and investment firms better understand their clients' financial goals and preferences in order to provide suitable investment recommendations.
Client information - investment must include details such as client's income, assets, liabilities, investment objectives, risk tolerance, and investment time horizon.
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