source of funds and wealth of each Applicant, and may require this information to be verified or periodically updated upon request. The Applicant and introducing Financial Adviser should complete this section for all applications. The relevant declarations must be signed by the Financial Adviser and Applicant. Please continue on a separate sheet(s) if required. In questions 1 – 8 and Financial Adviser Declaration, “I” or “you” refers to the Financial Adviser. In Applicant Declaration,.
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How to fill out the Generali Worldwide GW GEN SOFQ online
This guide provides a clear and comprehensive overview of the steps necessary to complete the Generali Worldwide Source of Funds Questionnaire (GW GEN SOFQ) online. By following these instructions, users can ensure that all required information is accurately provided.
Follow the steps to successfully complete the form online:
- Press the ‘Get Form’ button to access the questionnaire and open it in your online editor.
- Fill in the plan number at the top of the form, ensuring it matches the documentation you have.
- Provide the full names of the applicants in the designated fields. If there are two applicants, ensure both names are included.
- Answer question 1 regarding how and when you were introduced to the applicants, specifying the month and year.
- Complete the applicant’s bank details in section 2, including the bank name, address, account name, account number/IBAN, SWIFT/BIC, and how long the account has been held.
- Indicate whether there are any other parties indirectly involved in the application in question 3. If 'Yes', provide the necessary details.
- In question 4, disclose if there are any concurrent financial proposals for the applicant being made elsewhere and detail them if applicable.
- Provide the annual income of the applicant in section 5, answering sub-questions regarding sources of income. This includes stating employment status and any corresponding details.
- Answer question 6 by outlining the source of wealth for the investment, providing necessary documentation if applicable.
- Confirm in question 7 whether the information provided is based on personal knowledge of the applicant’s circumstances.
- Outline the reasons for applying for the product in question 8.
- Both the Financial Adviser and Applicant should complete their declarations, ensuring all relevant signatures and dates are added.
- Once all sections are completed, review the form for accuracy. You can then save your changes, download the questionnaire, print it, or share it as needed.
Complete your Generali Worldwide GW GEN SOFQ online to ensure a smooth application process.
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