Client Portal - Questionnaires

Questionnaires, also sometimes called "Fact Finds", are questions your adviser asks to get the information they need to financially plan for you. You adviser will share questionnaires here which you can complete. Very few of the fields are mandatory, but it's preferable if you're able to fill in all the questions. Be advised that you'll need need to click "Next" at the bottom of each page to move on the following page. If you're unclear about any of the questions being asked, send your adviser a message.