Financial Advisory Request Form

User Guide: Financial Advisory Request Form

Overview

This user guide explains how to complete the Financial Advisory Request Form, which helps our financial advisors understand your needs and goals to provide personalized advice.

Getting Started

1. Open the form in your web browser
2. Read the instructions at the top of the form
3. Gather necessary information before starting (personal details, financial information)

Form Sections

1. Personal Information

• Full Name: Enter your legal name (required)
• Date of Birth: Select your birthdate (required)
• Contact Information: Provide email and phone number (required)
• Address: Enter your complete mailing address (required)
• Marital Status & Dependents: Select your status and number of dependents

2. Financial Goals & Objectives

• Primary Financial Goals: Check all that apply to your situation
• Investment Time Horizon: Select short, medium, or long-term based on when you'll need funds
• Risk Tolerance: Indicate your comfort level with investment risk

3. Financial Information

• Employment Status: Select your current employment situation
• Income & Assets: Provide approximate figures for annual income, total assets, and liabilities
• Current Investments: Check all investment types you currently hold

4. Additional Information

• Previous Advisor: Indicate if you've worked with a financial advisor before
• Referral Source: Let us know how you heard about us
• Additional Comments: Share any other relevant information

5. Consent & Authorization

• Read the consent statement
• Provide your signature (type your full name)
• Enter the current date

Form Features

• Required Fields: Marked with a red asterisk (*)
• Print Function: Use the "Print Form" button to create a physical copy
• Responsive Design: The form works on desktop, tablet, and mobile devices

Tips for Completion

1. Be as accurate and complete as possible
2. Estimate financial figures if exact numbers aren't available
3. Use the additional comments section to clarify anything
4. Review all information before printing or submitting

After Completion

• Print a copy for your records
• Submit the form as instructed by your financial advisor
• Be prepared to discuss your form during your consultation

Privacy Notice

All information provided is kept strictly confidential and used solely for the purpose of providing financial advisory services.

Technical Support

If you experience issues with the form:

• Ensure you're using an updated web browser
• Check that JavaScript is enabled
• Try refreshing the page if fields aren't loading properly

For additional assistance, contact our office directly.