CLIENT INFORMATION, BUSINESS INFORMATION, BUSINESS SERVICES, PERSONAL INFORMATION, FAMILY INFORMATION
PERSONAL SERVICES
We find all the information requested on these pages is likely to be useful, but please do not answer any questions that you think are inappropriate. This page is supplementary to the personal information form
| Person
to whom these answers relate |
|
| How did you learn of us? |
|
| What is your preferred means of communication? (post, fax, phone, e-mail) |
|
| Do you have internet
access? |
|
| What do you expect from
us? |
|
| What did you not get from
your previous accountant? |
|
| What personal concerns might keep you awake at night? |
|
| What are the most important current personal issues affecting you? |
|
| If cost was not an issue, what would you like us to do? |
|
| How often do you expect
to ask for advice? |
|
| Do you have a retirement plan? |
|
| Do you have assets
with significant unrealised capital gains? |
|
| Do you own any property
as joint tenants or tenants in common? |
|
| What is the value of your
Estate? |
|
| Do you have a Will and what are its principal clauses? |
|
| What is your attitude to risk? |