High-Net-Worth Investor Welcome Questionnaire
Personal Information
Full Name
Date of Birth
Email Address
Phone Number
Residential Address
Financial Profile
Estimated Net Worth
Annual Income
Primary Source of Wealth
Investment Experience (years/types of assets)
Investment Objectives
Risk Tolerance
Low
Medium
High
Other Information
Professional Advisors (e.g., accountant, lawyer, etc.)
Special Interests, Preferences or Exclusions