Get Needs Analysis Customer Declaration - Final Version.doc

This guide provides clear and supportive instructions for completing the Needs Analysis Customer Declaration. By following these steps, you can ensure that your needs are properly analyzed before submitting your application.

Follow the steps to successfully fill out the Needs Analysis Customer Declaration.

1. Press the ‘Get Form’ button to obtain the form and open it in your chosen editor for online completion.
2. Begin by reading the introductory section, which outlines the purpose of the declaration and the role of your insurance broker.
3. Locate the declaration section where you must select one of the given options by ticking the appropriate box. Choose whether you wish for your Needs Analysis Form to be forwarded to Generali International Ltd.
4. Provide your understanding of the information collected on the Needs Analysis Form. This includes recognizing that it assists your broker in determining suitable insurance or investment products.
5. In the field labeled ‘Product Name’, write the name of the insurance or investment product you are interested in.
6. Fill in the ‘Name of Applicant(s)’ section with the full name of all applicants involved.
7. Sign in the ‘Signature of Applicant(s)’ field to confirm your agreement with the statement provided.
8. Enter the current date in the designated ‘Date’ field to complete your declaration.
9. Once all sections are completed, review your information for accuracy before saving the changes. You can then download, print, or share the form as needed.

Complete your Needs Analysis Customer Declaration online today for a streamlined process.