KYC flint Page 11 of 35
Further Describe Source of Wealth /Detail the history of wealth for each of the sources' (e.g. For trusts. how did settlor accumulate
wealth? For inheritance, h w did family accumulate wealth?For businessowners. how long in business, how many employees, level of
profitability? Indicate type of business, countries of in jor activities, important business partners.)
Estimated Annual Income
Estimated amount of investable assets(S):
(S):
Estimated Net Worth(S): Amount of assets planned to invest with PWM(S):
Other Known Financial Institutions:
Institution Country: Es Assets Under Mgt
Institution Country: Es Assets Under Mgt
Institution Country: ES Assets Under Mgt
Please indicate the family situation of the individual (marital status, other family members, etc.):
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