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Personal and Financial Data

Please fill out all the relevant fields below.   If you are missing information, please fill out what you can.

Personal Information

Client:

Spouse/Partner

Primary Contact Person
Gender Identity
Gender Identity
Employment Status
Employment Status
Is there a certain time of year that we should call you and/or send correspondence to any alternative location?

Children, dependants, other relatives and beneficiaries

Gender
Gender
Gender
Gender

Current Family Advisors

Duplicate Copy?
Duplicate Copy?
Duplicate Copy?

Investment Portfolio

Please list your current investment accounts and provide us with copies of the most recent statements for each account. If assets are owned by a trust, please provide us with a copy of the trust document.

Investment Liabilities

Personal Liabilities

Thank you providing us with your information! 

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