New Client Form 3 – “Good to Have” InformationPlease fill out this form in an INCOGNITO browser window Fill out in a meeting with the client and their Partner/Manager.New Client – Main Contact Name* First Last Main Contact Email* Meeting conducted by:*Does the client have a business banker?* Yes NoBusiness Banker Name* First Last Bank/Financial Institution*Business Banker Email* Does the client have a lawyer?* Yes NoLawyer Name* First Last Firm Name*Lawyer's Email* Does the client have an insurance broker?* Yes NoInsurance Broker Name* First Last Broker Firm*Insurance Broker Email* Does the client have a Will? Yes NoDo you consent to Aintree Group having a copy on file?If yes, please forward copy to Executive Assistant Yes NoYear it was last updated (estimate)*Does the client have Powers of Attorney?* Yes NoDo you consent to Aintree Group having a copy on file?If yes, please forward copy to Executive Assistant Yes NoPlease select all that apply:* Enduring Power of Attorney – Financial Enduring Power of Attorney – Medical General Non-Enduring Power of Attorney Unknown/To Be ConfirmedEnduring Power of Attorney (Financial) Name* First Last Relationship to Client*Enduring Power of Attorney (Medical) Name* First Last Relationship to Client*General Non-Enduring Power of Attorney Name* First Last Relationship to Client*Feedback from new client about onboarding process/experience with Aintree Group so far?*Additional Notes
