ENFR

Printable · for financial advisors

Pre-meeting questionnaire

Print it, hand it to the client on arrival, keep it in the file. The text below is the same one clients sign when they book online through the booking software.

Printable · Filled in by hand, signed on paperv1

Financial advisor intake

So the meeting starts on the right question. Share nothing sensitive here — no account numbers, no SIN. The consent wording is a starting point, not legal advice: adapt it to your province, your insurer and your professional order.

Client name

Phone

What is the meeting about? *

  • Retirement planning
  • Investments
  • Insurance
  • Tax planning
  • Debt or budgeting
  • Estate planning
  • Other

Your household situation, in a few words (single, couple, dependants, business owner)

What will you bring?

  • Recent statements
  • Last tax return
  • Pay stubs
  • Insurance policies
  • Nothing yet

I consent to the advisor collecting the financial information I share for the purpose of this meeting, keeping it only as long as needed to advise me, and not sharing it with anyone else without my agreement.

I have read and agree to the statement above.

Signature

Printed name

Date

This form is a starting point, not legal advice. Have it reviewed for your province or state before use.

What the PDF looks likeLetter · 8.5 × 11 in

Business name

financial advisors
v1

Intake and consent form

Client name
Phone

What is the meeting about? *

  • Retirement planning
  • Investments
  • Insurance
  • Tax planning
  • Debt or budgeting
  • Estate planning
  • Other

Your household situation, in a few words (single, couple, dependants, business owner)

What will you bring?

  • Recent statements
  • Last tax return
  • Pay stubs
  • Insurance policies
  • Nothing yet

I consent to the advisor collecting the financial information I share for the purpose of this meeting, keeping it only as long as needed to advise me, and not sharing it with anyone else without my agreement.

I have read and agree to the statement above.

Signature
Printed name
Date
Free form from clevrstart · clevrstart.compage 1 of 1

See the booking for financial advisors · Letter, 8.5 × 11 in, one page.