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SUNSHINE PAYEE CORPORATION PO BOX 7997 ST PETERSBURG, FLORIDA 33734 (727) 3983655 T.F. (866) 8320764CLIENT FACT SHEET (PLEASE PRINT) Date___/___/___ *Name___ *Address___ *SS#_________ *City/State/Zip___

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How to fill out client fact sheet please

01

Start by gathering all necessary information such as client's personal details, financial information, investment goals, risk tolerance, etc.

02

Ensure all sections of the fact sheet are properly filled out with accurate information.

03

Double-check for any errors or missing information before submitting the completed fact sheet.

Who needs client fact sheet please?

01

Financial advisors

02

Wealth managers

03

Investment firms

04

Any professionals working in the financial industry who need to assess clients' financial situation and provide suitable recommendations.

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What is client fact sheet please?

A client fact sheet is a document that contains important information about a client, including their personal details, financial status, and investment preferences.

Who is required to file client fact sheet please?

Financial advisors or wealth managers are usually required to file client fact sheets for each of their clients.

How to fill out client fact sheet please?

Client fact sheets can be filled out by gathering all necessary information about the client and inputting it into the designated fields on the form.

What is the purpose of client fact sheet please?

The purpose of a client fact sheet is to help financial advisors better understand their clients' needs, goals, and risk tolerance in order to provide personalized financial advice.

What information must be reported on client fact sheet please?

Information such as client's name, address, contact details, financial goals, income, expenses, assets, liabilities, and investment preferences must be reported on the client fact sheet.

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