CLIENT REQUESTS, FORMS & INSTRUCTIONS

Financial Planning

Although your advisor would be happy to complete our client questionnaire with you during your initial meeting, you may wish to read it in advance, or begin completing the questionnaire yourself prior to your first meeting.

• Click here in order to open and print a copy of the form.
• Complete and sign as indicated.
• Mail or fax the form back to us.

At FSG we help to create, review and assist people as they develop and implement their personal financial and business plan. If you are looking for updated financial plan information, please follow the directions below:

• Click here in order to open and print a copy of the form.
• Complete and sign as indicated.
• Mail or fax the form back to us.

Address Change

Should you wish to make a change to the address information you have on file with us, please follow the directions below:

• Click here in order to open and print a copy of the form.
• Complete and sign as indicated.
• Mail or fax the form back to us.

Banking Change

Should you wish to make a change to the banking information you have on file with us, please follow the directions below:

• Click here in order to open and print a copy of the form.
• Complete and sign as indicated.
• Attach a cheque (marked "VOID") with the new banking information.
• Mail the form back to us.

Please note:

• Each client must complete and sign a separate form (i.e. spouses with the same address change requirement - re: their personally-held accounts - must complete a separate form). Forms completed for jointly-held accounts must be signed by both account owners.
• The "Bank Number" is generally a 3-digit number appearing on the bottom of your cheque.
• The "Transit Number" is generally a 5-digit number appearing at the bottom of your cheque.
• The "Account Number" (account number at your bank) is generally a 7 digit number appearing at the bottom of your cheque.