Generali Worldwide Source of Funds Questionnaire 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the plan number at the top of the form. This helps identify your application.
3. Fill in the full names of all applicants in the designated fields. Ensure accuracy for proper identification.
4. In section 1, specify how and when you were introduced to the applicants, including month and year.
5. Provide bank details in section 2, including bank name, address, account name, and account number/IBAN. If held for less than a year, include previous bank details.
6. Answer questions regarding other parties involved (section 3) and any concurrent financial proposals (section 4).
7. State annual income in section 5, detailing sources such as rental or investment income.
8. Complete sections regarding source of wealth (section 6) and confirm information accuracy (section 7).
9. Finally, sign the Financial Adviser Declaration and Applicant Declaration sections to validate your submission.

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