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Annual client review form

What changed in a client’s life since you last met, and the documents you need to bring their plan up to date, asked for before the review rather than during it.

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7 questions and 3 documents. Free to print. As a link, 14 days free with no card.

Annual review update

What changed this year, and the statements for accounts you do not hold.

Your details

We have filled in what we already have. Change anything that is out of date.

  • Home address

    A few sentences

  • Marital status

    Choose one

    • Single
    • Married
    • Domestic partnership
    • Divorced
    • Widowed

  • Employer

    Short answer

  • Annual income before tax

    Dollar amount

Since we last met

  • Has any of this changed?

    Choose any that apply

    • A new job or a change in pay
    • Marriage, divorce or a new partner
    • A new child or dependent
    • Buying or selling a home
    • An inheritance or a large gift
    • A change in health
    • None of these

  • Tell us more about anything you ticked

    A few sentences

  • I would like to review the beneficiaries on my accounts

    Tick if it applies

Documents

  • Your most recent tax return

    Document upload

  • Latest statements for accounts we do not manage

    Document upload

  • Any new insurance policies

    Document upload

Who uses it

When to send it

Advisors send this a few weeks before each client’s annual review. It catches the changes a client forgets to mention: a new job, a move, a marriage, a new baby, an inheritance.

It also asks for what you cannot see from your own systems: the latest tax return, statements for accounts held elsewhere, and any new insurance policies.

Tips

Getting it back complete

  • Send it two or three weeks before the meeting, so there is time to read what comes back.
  • Offer a checklist of life events rather than an open question. People tick boxes they would never think to write down.
  • Ask every year whether the client wants to review their beneficiaries. It is the change most often missed.
  • Use the same form each year, so this year’s answers can be read against last year’s.
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