With the launch of the Digital Review Form, you can easily update the information on your existing clients with a digital form.
To access the Digital Review Form, both the client and spouse will need to have their profile (client or spouse) the basic information and at least a field in the Asset, Liability, Income, Expenses, or Investment page.
For Basic information, the required fields are:
1) Preferred Name,
2) Gender,
3) Residency,
4) Employment Status,
5) Date of Birth,
6) Smoking Status,
7) Marital Status,
8) Nationality,
9) Employment Status,
10) Tax Status
We have labelled the form to guide you on what is optional and what is required.
However, if you do not have the information required. We will automatically provide the digital fact finder within the contact page that allows you to obtain basic information about your clients.
