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The generali questionnaire

The generali questionnaire 2025

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112 votes

The document is a Source of Funds Questionnaire from Generali Worldwide, requiring planholders to provide detailed information about their financial background, including the source of funds, employment details, income sources, and net worth. It mandates signatures from both the planholder and their Financial Adviser to confirm the accuracy and legitimacy of the provided information.

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Click ‘Get Form’ to open the generali questionnaire in the editor.
Begin by entering your plan number at the top of the form. This is essential for identifying your submission.
Fill in your name as the planholder, ensuring accuracy for verification purposes.
In Section 1, specify how and when you were introduced to your Financial Adviser, including month and year.
Answer questions regarding any other parties involved with this plan and any concurrent financial investments. Provide details if applicable.
Complete the Bank Details section by providing your bank account information from which premiums will be paid.
In Employment Details, indicate your employment status and provide relevant information about your occupation and employer.
Specify your sources of annual income in the Income Details section, including amounts and currencies.
Confirm your estimated net worth and describe its main components in the Source of Wealth section.
Finally, review all entries for accuracy before signing the Planholder Declaration at the end of the form.

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Versions	Form popularity	Fillable & printable
2018	4.8 Satisfied (112 Votes)
2015	4.4 Satisfied (143 Votes)

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