DTB Wealth Management

START A PRIVATE REPORT

Personal Details

YOU AND YOUR FAMILY

YOU AND YOUR FAMILY

INCOME, ASSETS AND LIABILITIES

LIABILITIES & EXPENDITURES

LIABILITIES & EXPENDITURES

YOUR OBJECTIVES

  • Personal Details
  • YOU AND YOUR FAMILY
  • INCOME, ASSETS AND LIABILITIES
  • LIABILITIES & EXPENDITURES
  • YOUR OBJECTIVES

Legals

WARNING

You have expressed the wish to obtain an answer from a controlled professional engaged in a regulated activity.

In accordance with the principles of the law of 6 January 1978 relating to data processing, data files and individual liberties, we remind you that this collection of information and its use are made in your interest and are intended to enable the professional to provide advice tailored to your problems.

The quality of its work will depend heavily on the truthfulness, accuracy and completeness of your answers to this questionnaire.

If you do not provide the required information, your adviser will not be able to continue his mission and will have to refrain from recommending transactions, instruments and services relating to his CIF activity. He or she may only provide you with information or research, an assignment falling within the scope of another regulated profession or the non-financial sphere.

Your advisor is committed to respecting the rules of good conduct, including professional secrecy and the protection of your personal data.

The information collected on this form is recorded in a computerised file by DTB WEALTH MANAGEMENT. They are kept for 10 YEARS and are destined.

The information collected on this form is recorded in a computerised file by DTB WEALTH MANAGEMENT for

In accordance with the law "informatique et libertés", you can exercise your right of access to data and have them rectified by contacting: DANIEL BUTCHER - DTB WEALTH MANAGEMENT. You may also submit a complaint about the processing of your data to the CNIL.

You acknowledge that you are aware of your consultant's fees, his working methods and that you have in your possession of its legal information sheet ANACOFI-CIF.

DOWNLOAD OUR INTRODUCTORY DOCUMENT

In accordance with the AMF's position no. 2013-02 and ACPR recommendation no. 2013-R-01 of 8 January 2013, we are required to identify and manage any responses that are clearly inconsistent and/or incomplete with each other provided by our clients during the initial gathering of information and when updating it.

Thus, once this document has been completed, we must verify the completeness and consistency of the information provided and, if necessary, alert you to this situation and invite you to make the necessary corrections (for example, information on your financial situation, your investment objectives and your knowledge and experience in financial matters, inconsistencies between objectives and risk profile, etc.).

You

Your Partner

You

Your Partner

About your children

Have donations been consented to any of them ?

Have you other dependent relatives living with you ?

About your partner's children

Have donations been consented to any of them ?

Have you other dependent relatives living with you ?

Residency situation

Professional Situation

INCOME

ASSETS

Real Estate Assets

Are you planning to sale any of the real estate assets listed above ?

Are any family arrangements, like donations or legacy planned in a close future ?

Short term assets (bank accounts & liquid assets)

Medium term assets (financial assets)

Assurance vie (not to be confused with Life Insurance)

Private or Ocupational pension plan's, PERP's, QROPS's

Loans & Mortgages

Taxes and other expenses

YOUR OBJECTIVES

Please check the objectives that apply to you or your partner