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Submission: On June 08 via automatic, source certstream-suspicious — Scanned from DE
Submission: On June 08 via automatic, source certstream-suspicious — Scanned from DE
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1 forms found in the DOM<form><progress max="6" value="1">Page 1 of 6</progress>
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<h1 class="sc-a2e5684a-0 cwPbFK">Citygate Financial Planning Client Update </h1>
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<div class="sc-6991af84-0 gpPzDM tally-text">Hello, </div>
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<div class="sc-6991af84-0 gpPzDM tally-text">This form helps us understand any changes to your financial situation since we last spoke, and ensures we can provide you with the most relevant products and services. </div>
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<div class="sc-6991af84-0 gpPzDM tally-text">Let's get started</div>
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<div class="sc-c6043d0b-4 sc-e64f1500-1 kbWEvi ifYUZc"><input id="2b7ad0b2-c59b-41de-8ea0-0462385fa5f0" type="text" placeholder="Full Name" required="" aria-label="Full Name" aria-required="true" aria-invalid="false"
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<div aria-hidden="true" class="sc-5aeaacc2-0 fWAWoR tally-required-indicator"><span>*</span>
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<h3 class="sc-87f2283c-4 iTVIoX">Since we last spoke, have you had any changes in your dependents (births, deaths)?</h3>
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<div id="legend_7c45fa4b-a7c9-4432-9634-94ce8eab02af" class="sc-a714aff3-0 bSHtKl">Since we last spoke, have you had any changes in your dependents (births, deaths)?</div>
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<div class="sc-ff851f08-0 hBvMPy tally-enumeration-badge tally-alphabet-badge">A</div><input id="choice_74d71e17-aa21-4b3a-82ea-3f1fe3cd9be1" name="multiple_choice_7c45fa4b-a7c9-4432-9634-94ce8eab02af" type="radio" required=""
aria-describedby="legend_7c45fa4b-a7c9-4432-9634-94ce8eab02af"><label for="choice_74d71e17-aa21-4b3a-82ea-3f1fe3cd9be1">Yes</label>
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<div class="sc-ff851f08-0 hBvMPy tally-enumeration-badge tally-alphabet-badge">B</div><input id="choice_91be6567-4ce8-484b-96da-1ed0474d74fe" name="multiple_choice_7c45fa4b-a7c9-4432-9634-94ce8eab02af" type="radio" required=""
aria-describedby="legend_7c45fa4b-a7c9-4432-9634-94ce8eab02af"><label for="choice_91be6567-4ce8-484b-96da-1ed0474d74fe">No</label>
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Text Content
Page 1 of 6 CITYGATE FINANCIAL PLANNING CLIENT UPDATE Hello, This form helps us understand any changes to your financial situation since we last spoke, and ensures we can provide you with the most relevant products and services. Let's get started * Required SINCE WE LAST SPOKE, HAVE YOU HAD ANY CHANGES IN YOUR DEPENDENTS (BIRTHS, DEATHS)? * Required Since we last spoke, have you had any changes in your dependents (births, deaths)? A Yes B No Next