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Documents to Gather

Before your first meeting, collect what you can from this list. Tick what you have. Anything missing is fine. Your advisor will help you find it.

How this works. This page runs only in your browser. Nothing is sent or stored online, and it clears when you close the page. You can print or save the ticked list as a PDF at the end. Do not send passwords or card numbers to anyone.

1Income and tax

2Investments

3Insurance

4Loans

5Property and retirement

A print window opens. Choose "Save as PDF".