Essential Questions in the Foundations Long and Short Surveys [Product Guides]

Foundations, a streamlined version of our Governance survey, enables high-level data capture that directly contributes to Governance. This robust tool offers both Short and Long survey options, expediting your requirements and providing flexibility in the Client's Onboarding and Fact-Finding process. It empowers you to efficiently gather essential information and tailor the survey to meet your specific needs.

Here is a compilation of questions that will be presented to your client as part of the Foundations short survey.

Section Title	Question
What is your date of birth?	(Partner first name)'s date of birth
What is your date of birth?	(Client first name)'s date of birth
Employment status	What is (Partner first name)'s work status?
Employment status	What is (Client first name)'s work status?
Add your income	What is (Partner first name)'s current gross annual income?
Add your income	What is (Client first name)'s current gross annual income?
Desired retirement age?	(Partner first name)'s desired retirement age
Desired retirement age?	(Client first name)'s desired retirement age
On average how much does your household currently spend per month?	Household spending per month
How much do you estimate you'll want to spend each month in retirement?	(Partner first name)'s retirement spending monthly
How much do you estimate you'll want to spend each month in retirement?	(Client first name)'s retirement spending monthly
How much investable assets do you currently have? E.g investment accounts, bank accounts etc	Investable assets

Alternatively, included below is a set of questions that will be posed to your client within the comprehensive Foundations long survey.

Section Title	Form Type	Description
Personal details	CLIENTS	Use button below to add or edit personal details
Family members	FAMILY MEMBERS
Business or Trust	TAX STRUCTURES
Assets - Financial	ASSETS FINANCIAL
Assets - Lifestyle	ASSETS OTHER
Liabilities	LIABILITIES
Income	INCOMES
Expenses	EXPENSES
Insurance	INSURANCE	Select the type of insurance you have: life,
Estate planning	ESTATE_PLANING	Do you have existing estate plan?