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The forms below will be helpful for us to ensure that we can understand your financial situation before an initial meeting with us and/or providing our quality financial services quicker. Note that using these forms for its intended purpose will reveal your personal information to us and abide by our Privacy Collection Statement. It is important that you read it before sending it to us. Choose the version which best suits you for filling out information and please make sure you complete this forms as accurately and as much as possible. For all downloadable versions, please send the form to the adviser which you’ve had contact with.

To gain access to these forms, you must have had read the Financial Services Guide.