Client Questionnaire definition

Client Questionnaire means application form(s) which is/ are required to be completed by the Client in order for us to provide Waverton’s services and/or product(s) to the Client.

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Client Questionnaire means the form entitled “IMiRIS” or any other similar written notification to us, which is completed by you and provided to us from time to time and sets out your information concerning your circumstances (both financial and otherwise) and investment

Client Questionnaire means the Client Questionnaire and Application Form attached as Schedule 1 that were completed by the Client during their application to become a client of the Company.

Examples of Client Questionnaire in a sentence

• At the end of the Client Questionnaire, you must read and accept this Agreement together with the other agreements and policies which together make up the Set.

• We may require you to provide us with additional information notwithstanding that we may have indicated to you that you have completed the Client Questionnaire.

• During the Account process, you will be prompted to complete CDG Global (EU) Ltd’s Client Questionnaire which includes, inter alia, questions concerning your personal details, economic profile, investing experience and financial knowledge.

• The Municipality hereby ratifies, confirms and approves the completion and the execution by the treasurer of the Municipal Client Questionnaire for and on behalf of the Municipality.

• In order to join the Agreement, the Client will need to fill out KYC Client Questionnaire form and provide all required documents according to Annex 3 (Individuals) or Annex 4 (Legal entities) and sign the Acceptance.

• The Client has filled out Client Questionnaire prior to entering this Agreement.

• Client Questionnaire: gathers all E-rate related data for local and state compliance, discount and entity data, Needs Assessment and contract tracking, competitive bidding compliance, CIPA compliance, etc.

• Based on the information provided in the Client Questionnaire, Janney will develop a written financial plan (the “Plan”) that analyzes the Client’s current financial situation and suggests appropriate actions the Client may take.

• During this process, the Client (Individual) will answer the questions in the KYC Client Questionnaire form, sign the Acceptance, and upload a signed and scanned copy of the Acceptance.

• The Sustainable Investment Solutions process begins with a Confidential Client Questionnaire.

More Definitions of Client Questionnaire

Client Questionnaire means the document issued by the Client which reflects its security procedures and systems and against which the Company will perform the Services and issue its findings.

Client Questionnaire means the client questionnaire completed by the Company and/or the Manager on the Company’s behalf and delivered to the Custodian or an Affiliate of the Custodian on or about the date hereof.

Client Questionnaire means the Client Questionnaire and other account opening documents that were completed by the Client during their application to become a client of the Company.

Client Questionnaire. A detailed questionnaire to gather essential information about the site's conditions, the client's lifestyle, and desired outcomes.

Client Questionnaire means the form completed by or on behalf of the Client in order to provide the information requested by Riverside to offer the Services;