Get the free Client Disclosure Statement

This document outlines the client disclosure statement provided by Wes Phillips, a Licensed Marriage and Family Therapist. It details his qualifications, the types of counseling services offered, confidentiality policies, ethical considerations, cancellation policies, fees, and procedures for complaints. The document emphasizes the Christian foundations of counseling and the importance of building loving relationships with God and others.

How to fill out client disclosure statement

How to fill out client disclosure statement

1. Start with the client's full name and contact information.
2. Provide a detailed description of the services offered.
3. Include any potential risks associated with the services.
4. State the fees and payment structures clearly.
5. Provide information about confidentiality and data protection.
6. Include any relevant regulatory or compliance information.
7. Obtain the client's signature and date the document.

Who needs client disclosure statement?

1. Clients receiving financial, legal, or advisory services.
2. Service providers who are required to disclose information as part of compliance.
3. Businesses that operate in regulated industries.

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What is client disclosure statement?

A client disclosure statement is a formal document that outlines information regarding a client's financial situation, investment objectives, and risk tolerance to ensure transparency and regulatory compliance.

Who is required to file client disclosure statement?

Typically, financial advisors, investment firms, and other professionals providing investment services are required to file a client disclosure statement for their clients.

How to fill out client disclosure statement?

To fill out a client disclosure statement, gather necessary financial information from the client, including income, assets, liabilities, investment goals, and risk preferences, and then complete the designated sections of the form accurately.

What is the purpose of client disclosure statement?

The purpose of the client disclosure statement is to facilitate informed decision-making by clients, enhance transparency between clients and advisors, and comply with regulatory requirements.

What information must be reported on client disclosure statement?

The information that must be reported includes personal identification details, financial status, investment objectives, risk tolerance, and any relevant relationships or affiliations that could affect the client-advisor relationship.