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Confidential client intake
This questionnaire gathers a complete picture of your assets, liabilities and insurance arrangements so that your estate and succession planning is built on accurate, current information. Please complete every section as fully as you can. Estimates are acceptable where an exact figure is not on hand, and can be refined later.
This form is provided for planning and consultancy purposes only and does not constitute legal, tax or financial advice.
Include your home, investment properties and land, wherever located, including overseas. Outstanding mortgages are recorded here and carried through to the liabilities total automatically.
Savings, current and fixed deposit accounts, and cash holdings, in any currency or jurisdiction, including accounts held overseas.
Shares, bonds, unit trusts, investment-linked policies, CPF and retirement accounts, private funds, cryptocurrency and similar holdings.
Shareholdings, partnership interests, sole proprietorships, or directorships with an ownership stake.
Vehicles, jewellery, art, collectibles and other items of significant value.
Loans, credit facilities, guarantees and tax liabilities not already listed under real estate.
Life, health, disability, critical illness, accident, universal life, property and any other policies. Coverage amounts are recorded for reference and are not included in the net worth total.
Your answers are not sent anywhere automatically. Save a PDF copy to bring to your meeting, or to email across beforehand.
Property
Account
Investment
Business interest
Item
Liability
Policy
