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  • Basic Client Information Summary: Office Telephone: Home Telephone: Other Telephone

    Uploaded by

    Rohit Toppo
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    This form provides essential client information for financial planners in 3 sections. The first section collects basic identifying and contact information about the client and spouse. The second section includes employment, income, and net worth details. The third section lists the client's advisors and other professionals. The planner should complete this form for each client and store it for easy reference when handling day-to-day matters.

    Original Description:

    details regarding client before providing an insurance

    Original Title

    Basic Client Info

    Copyright

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    This form provides essential client information for financial planners in 3 sections. The first section collects basic identifying and contact information about the client and spouse. The second section includes employment, income, and net worth details. The third section lists the client's advisors and other professionals. The planner should complete this form for each client and store it for easy reference when handling day-to-day matters.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    11 views1 page

    Basic Client Information Summary: Office Telephone: Home Telephone: Other Telephone

    Uploaded by

    Rohit Toppo
    This form provides essential client information for financial planners in 3 sections. The first section collects basic identifying and contact information about the client and spouse. The second section includes employment, income, and net worth details. The third section lists the client's advisors and other professionals. The planner should complete this form for each client and store it for easy reference when handling day-to-day matters.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 1

    Basic Client Information Summary

    This form can be used as a quick reference to essential client information. The planner should complete a basic client information
    summary form for each client and file them in a readily accessible location. This form is particularly helpful when handling day-today client matters.

    Clients Last Name:


    Office Telephone:
    Home Telephone:
    Other Telephone:

    Location

    Number

    Clients Full Name:____________________________


    Date of Birth:___________ SS#: _____-____-______
    Spouses Full Name:___________________________
    Date of Birth:___________ SS#: _____-____-______

    Home Address:
    _______________________________

    Employment Information:

    Employment Information:

    CLIENT
    Occupation:
    Title:
    Employer:
    Address:

    SPOUSE:
    Occupation:
    Title:
    Employer:
    Address:

    _______________________________
    _______________________________
    _______________________________
    _______________________________

    Correspondence Sent To: ________ Home


    ________ Clients Office
    ________ Spouses Office
    Childrens Name:

    Advisors:
    Attorney
    Accountant

    Approximate Gross Income:


    $______________(for year ended_______)
    Approximate Net Worth:
    $______________(as of__________)

    DOB

    SS#

    Phone

    Name:
    _______________

    Telephone:
    __________

    Firm Name:
    ___________
    ___________
    ___________
    ___________
    ___________
    ___________
    ___________
    ___________
    ___________
    ___________
    ___________
    ___________
    ___________
    ___________

    _______________

    __________

    Insurance Agent

    _______________

    __________

    Banker

    _______________

    __________

    Investment Advisor

    _______________

    __________

    Stockbroker

    _______________

    __________

    Other____________

    _______________

    __________

    _______________________________
    _______________________________
    _______________________________
    _______________________________

    Residence

    Address:
    ______________________________
    ______________________________
    ______________________________
    ______________________________
    ______________________________
    ______________________________
    ______________________________

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