Finance · Client Services & Case Management
Intake forms
A standard questionnaire completed when a new client starts, capturing their identity, finances, goals and paperwork needed to open the file.
What it usually contains
- Personal and contact details, dates of birth, dependents
- Employment and income details
- Assets, debts, insurance and existing accounts
- Stated goals, risk tolerance and time horizon
- Identity verification documents and signed consents
What the assistant uses it for
Use it to confirm what information is collected from a new client before advice or account opening, and which documents and signatures are required. It also shows the client's starting financial position and stated objectives.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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