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Please complete this questionnaire in chronological order and as fully as possible. Knowing your objectives and having information about your assets and family circumstances will help us prepare the necessary documentation. This information will form part of a long-term client profile. If you find sections difficult to complete, do not be concerned - these can be discussed at your meeting with us.
To make this easier for you, we have separated the questionnaire into four parts and you can complete each part in your own time. Remember you can save the information and come back to it again at a later time.
Let's start - please click on 'Part one' below and follow the prompts: