Know Your Client (KYC): Client Information Update Form

Instructions: As you conduct your quarterly review with clients, please add any changes to your client's information to this form. If this client's information has not changed, you can leave the corresponding fields blank.

All updated client information will be sent over to the Operations team after you click the "Submit" button.

KYC Survey

Client

Client Name
Client Name
First
Last
Client Address
Client Address
City
State/Province
Zip/Postal
Country
Married?

Spouse

Spouse Name
Spouse Name
First
Last
Kids?

Children

Name
Name
First
Last
plus1 Add minus1 Remove
Trusted Contact?

Trusted Contact

Trusted Contact Name
Trusted Contact Name
First
Last
Additional Notes?

Additional Notes