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AUTHORIZED SIGNATORIES INFORMATION SHEET* Date: ___ Represent AddressPermanent Addressable and Place of birthNationalityNature of Work/ Businessman of Employer/ BusinessContact DetailsSource of Function/SSS

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How to fill out client suitability assessment form

01

Obtain the client suitability assessment form from the appropriate authority or organization.

02

Read the instructions carefully to understand the purpose and requirements of the form.

03

Fill out the client's personal information accurately, including their name, address, contact details, and any other requested details.

04

Provide information about the client's financial situation, investment goals, risk tolerance, and any other relevant factors.

05

Review the completed form to ensure all required fields are filled out correctly and legibly.

06

Sign and date the form where indicated to certify the accuracy of the information provided.

Who needs client suitability assessment form?

01

Investment advisors

02

Financial planners

03

Brokers

04

Wealth managers

05

Any professional providing investment advice or services to clients

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What is client suitability assessment form?

The client suitability assessment form is a document used to evaluate the suitability of financial products or services for a particular client.

Who is required to file client suitability assessment form?

Financial advisors or institutions are required to file client suitability assessment forms for each client they work with.

How to fill out client suitability assessment form?

Client suitability assessment forms can be filled out by providing accurate information about the client's financial situation, investment goals, and risk tolerance.

What is the purpose of client suitability assessment form?

The purpose of the client suitability assessment form is to ensure that the financial products or services being recommended to the client are suitable based on their individual circumstances.

What information must be reported on client suitability assessment form?

Information such as the client's financial goals, investment experience, risk tolerance, and financial situation must be reported on the client suitability assessment form.

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