PRIVATE & CONFIDENTIAL
IMPORTANT NOTICE TO CLIENTS
In order for us to provide financial planning advice to you, we need to have a reasonable basis for that advice. The information requested in this Client Lifestyle Questionnaire is one of the tools we use to establish a basis for the advice we will provide. It is therefore important for you to complete this document as accurately and fully as possible. Failure to do so could result in advice being provided that is not appropriate to your individual needs, circumstances and objectives. Please note that any information you provide will be used in the strictest confidence, and you can read how we process and handle your data in our Privacy Notice here.