ActionStep – Initial Client Questionairre

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ActionStep – Initial Client Questionairre

First Name

Middle Name(s)

Surname

Postal Address After Settlement

Postal Address (cont)

Postal City

Postal State

Postal PCode

Current Address

Current Address (cont)

Current City

Current State

Current PCode

Date of Birth

Phone Type

Phone Number

Country Code

Area Code

Phone Type

Country Code

Area Code

Email

Citizenship

Bank Name

Phone Type

Phone Number

Area Code

Is this an investment property?