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YOUR WILL CLIENT QUESTIONNAIRE Please complete this questionnaire as fully as possible before you see us. We will go through it with you, discuss your wishes and then prepare your Will ready for you

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How to fill out page 1 client questionnaire

01

Start by asking the client to provide their personal information such as name, address, and contact details.

02

Include questions regarding the client's background, including their occupation, education, and family status.

03

Gather information about the client's financial situation, including income, assets, and liabilities.

04

Ask about the client's investment goals and risk tolerance.

05

Include questions about the client's investment experience and knowledge.

06

Provide space for the client to disclose any specific needs or concerns they may have regarding their investments.

Who needs page 1 client questionnaire?

01

Individuals seeking financial advice or investment services.

02

Financial advisors or investment professionals who are working with clients.

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What is page 1 client questionnaire?

Page 1 client questionnaire is a form used to collect information about a client's background, financial situation, and investment goals.

Who is required to file page 1 client questionnaire?

All clients who are seeking financial advice or services are required to fill out the page 1 client questionnaire.

How to fill out page 1 client questionnaire?

Clients must provide accurate and complete information in the designated sections of the form, including personal details, financial history, and investment objectives.

What is the purpose of page 1 client questionnaire?

The purpose of the page 1 client questionnaire is to help financial professionals understand their clients' needs, risk tolerance, and financial goals in order to provide suitable advice and recommendations.

What information must be reported on page 1 client questionnaire?

Clients must report their personal information, financial assets and liabilities, investment experience, risk tolerance, and investment objectives on the page 1 client questionnaire.

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