KUNDENAUFNAHMEFORMULAR (Privatperson) EN - SNV Solutions

CLIENT INTAKE FORM (Private Individual)

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- Step 1 of 7

1️⃣ Personal Information

2.2 First name *

2.3 Last name *

2.4. Street / No. *

2.5 Postal code / City *

2.18 Email *

2.9 Date of birth *

2.10 Marital status *

2.16 Phone *

2.13 Residence permit *

2.8 AHV number (AHVN13) *

2.12 Place of origin *

2.11 Nationality *

2.22 Living separately since (if applicable)

2.20 Maintenance obligations / alimony

ja
Nein

2.19 Website / URL

3.2 Employer / Company 1 *

3.3 Occupation / Position 1 *

3.4 Employment level 1 (%) *

3.5 Employed since (date) 1 *

3.6 Secondary employment / Self-employment *

ja
Nein

3.6 Employer / Company 2

3.6.1 Occupation / Position 2

3.6.1 Employment level 2 (%)

3.6.1 Employed since (date) 2 *

3.6.1 Secondary employment / Self-employment

ja
Nein

4.1 Bank *

4.1 Bank

3.15-3.24 Pensions / Disability / Allowances / Unemployment *

Existing financial liabilities *

4.2 -4.4 If yes, please specify

Mortgage (primary residence / investment property)
Personal loan / consumer loan
Leasing contract (e.g., vehicle)
Other

4.8-4.10 Assets (private individual) *

4.8-4.10 If yes, please specify

Bank assets (accounts / savings accounts)
Cash
Precious metals (gold, silver, etc.)
Securities (shares, funds, ETFs, bonds)onen)
Investment funds / portfolios
Cryptocurrencies
Real estate (home / holiday property / investment property)
Building land / plots
Pension assets / Pillar 3a
Vested benefits account / policy
Motor vehicles (car, motorcycle)
Valuables (jewelry, art, watches)
Loan claims (private loans to third parties)
Company shares (Ltd / Inc)
Foreign assets
Other

4.5-4.7 Insurances *

4.5-4.7 If yes, please specify

Health insurance (basic)
Supplemental insurance
Accident insurance
Personal liability insurance
Household insurance
Legal protection insurance
Motor vehicle insurance
Life insurance (pillar 3a / 3b)
Disability insurance
Travel insurance
Other

Other debts / obligations *

If yes, please specify

5. Requested services *

Tax return (individual)
Tax advice / optimization
Accounting / budget planning
Pension & financial planning
Support with authorities / social security
Other

6. Documents to be submitted (if available)

Salary certificates
Pension or disability insurance certificate
Account statements / interest statements
Insurance certificates
Last tax assessment
Health insurance premiums / reimbursements
Additional documents

2️⃣ Spouse / partner

2.2 First name *

2.3 Last name *

2.4. Street / No. *

2.5 Postal code / City *

2.18 Email *

2.9 Date of birth *

2.10 Marital status *

2.16 Phone *

2.13 Residence permit *

2.8 AHV number (AHVN13) *

2.12 Place of origin *

2.11 Nationality *

2.22 Living separately since (if applicable)

2.20 Maintenance obligations / alimony

ja
Nein

2.19 Website / URL

3.2 Employer / Company 1 *

3.3 Occupation / Position 1 *

3.4 Employment level 1 (%) *

3.5 Employed since (date) 1 *

3.6 Secondary employment / Self-employment *

ja
Nein

3.6 Employer / Company 2

3.6.1 Occupation / Position 2

3.6.1 Employment level 2 (%)

3.6.1 Employed since (date) 2 *

3.6.1 Secondary employment / Self-employment

ja
Nein

4.1 Bank *

4.1 Bank

3.15-3.24 Pensions / Disability / Allowances / Unemployment *

Existing financial liabilities *

4.2 -4.4 If yes, please specify

Mortgage (primary residence / investment property)
Personal loan / consumer loan
Leasing contract (e.g., vehicle)
Other

4.8-4.10 Assets (private individual) *

4.8-4.10 If yes, please specify

Bank assets (accounts / savings accounts)
Cash
Precious metals (gold, silver, etc.)
Securities (shares, funds, ETFs, bonds)onen)
Investment funds / portfolios
Cryptocurrencies
Real estate (home / holiday property / investment property)
Building land / plots
Pension assets / Pillar 3a
Vested benefits account / policy
Motor vehicles (car, motorcycle)
Valuables (jewelry, art, watches)
Loan claims (private loans to third parties)
Company shares (Ltd / Inc)
Foreign assets
Other

4.5-4.7 Insurances *

4.5-4.7 If yes, please specify

Health insurance (basic)
Supplemental insurance
Accident insurance
Personal liability insurance
Household insurance
Legal protection insurance
Motor vehicle insurance
Life insurance (pillar 3a / 3b)
Disability insurance
Travel insurance
Other

Other debts / obligations *

If yes, please specify

5. Requested services *

Tax return (individual)
Tax advice / optimization
Accounting / budget planning
Pension & financial planning
Support with authorities / social security
Other

6. Documents to be submitted (if available)

Salary certificates
Pension or disability insurance certificate
Account statements / interest statements
Insurance certificates
Last tax assessment
Health insurance premiums / reimbursements
Additional documents

3️⃣ Child 1

2.2 First name *

2.3 Last name *

2.4. Street / No. *

2.5 Postal code / City *

2.18 Email *

2.9 Date of birth *

2.10 Marital status *

2.16 Phone *

2.13 Residence permit *

2.8 AHV number (AHVN13) *

2.12 Place of origin *

2.11 Nationality *

2.22 Living separately since (if applicable)

2.20 Maintenance obligations / alimony

ja
Nein

2.19 Website / URL

3.2 Employer / Company 1 *

3.3 Occupation / Position 1 *

3.4 Employment level 1 (%) *

3.5 Employed since (date) 1 *

3.6 Secondary employment / Self-employment *

ja
Nein

3.6 Employer / Company 2

3.6.1 Occupation / Position 2

3.6.1 Employment level 2 (%)

3.6.1 Employed since (date) 2 *

3.6.1 Secondary employment / Self-employment

ja
Nein

4.1 Bank *

4.1 Bank

3.15-3.24 Pensions / Disability / Allowances / Unemployment *

Existing financial liabilities *

4.2 -4.4 If yes, please specify

Mortgage (primary residence / investment property)
Personal loan / consumer loan
Leasing contract (e.g., vehicle)
Other

4.8-4.10 Assets (private individual) *

4.8-4.10 If yes, please specify

Bank assets (accounts / savings accounts)
Cash
Precious metals (gold, silver, etc.)
Securities (shares, funds, ETFs, bonds)onen)
Investment funds / portfolios
Cryptocurrencies
Real estate (home / holiday property / investment property)
Building land / plots
Pension assets / Pillar 3a
Vested benefits account / policy
Motor vehicles (car, motorcycle)
Valuables (jewelry, art, watches)
Loan claims (private loans to third parties)
Company shares (Ltd / Inc)
Foreign assets
Other

4.5-4.7 Insurances *

4.5-4.7 If yes, please specify

Health insurance (basic)
Supplemental insurance
Accident insurance
Personal liability insurance
Household insurance
Legal protection insurance
Motor vehicle insurance
Life insurance (pillar 3a / 3b)
Disability insurance
Travel insurance
Other

Other debts / obligations *

If yes, please specify

5. Requested services *

Tax return (individual)
Tax advice / optimization
Accounting / budget planning
Pension & financial planning
Support with authorities / social security
Other

6. Documents to be submitted (if available)

Salary certificates
Pension or disability insurance certificate
Account statements / interest statements
Insurance certificates
Last tax assessment
Health insurance premiums / reimbursements
Additional documents

4️⃣ Child 2

2.2 First name *

2.3 Last name *

2.4. Street / No. *

2.5 Postal code / City *

2.18 Email *

2.9 Date of birth *

2.10 Marital status *

2.16 Phone *

2.13 Residence permit *

2.8 AHV number (AHVN13) *

2.12 Place of origin *

2.11 Nationality *

2.22 Living separately since (if applicable)

2.20 Maintenance obligations / alimony

ja
Nein

2.19 Website / URL

3.2 Employer / Company 1 *

3.3 Occupation / Position 1 *

3.4 Employment level 1 (%) *

3.5 Employed since (date) 1 *

3.6 Secondary employment / Self-employment *

ja
Nein

3.6 Employer / Company 2

3.6.1 Occupation / Position 2

3.6.1 Employment level 2 (%)

3.6.1 Employed since (date) 2 *

3.6.1 Secondary employment / Self-employment

ja
Nein

4.1 Bank *

4.1 Bank

3.15-3.24 Pensions / Disability / Allowances / Unemployment *

Existing financial liabilities *

4.2 -4.4 If yes, please specify

Mortgage (primary residence / investment property)
Personal loan / consumer loan
Leasing contract (e.g., vehicle)
Other

4.8-4.10 Assets (private individual) *

4.8-4.10 If yes, please specify

Bank assets (accounts / savings accounts)
Cash
Precious metals (gold, silver, etc.)
Securities (shares, funds, ETFs, bonds)onen)
Investment funds / portfolios
Cryptocurrencies
Real estate (home / holiday property / investment property)
Building land / plots
Pension assets / Pillar 3a
Vested benefits account / policy
Motor vehicles (car, motorcycle)
Valuables (jewelry, art, watches)
Loan claims (private loans to third parties)
Company shares (Ltd / Inc)
Foreign assets
Other

4.5-4.7 Insurances *

4.5-4.7 If yes, please specify

Health insurance (basic)
Supplemental insurance
Accident insurance
Personal liability insurance
Household insurance
Legal protection insurance
Motor vehicle insurance
Life insurance (pillar 3a / 3b)
Disability insurance
Travel insurance
Other

Other debts / obligations *

If yes, please specify

5. Requested services *

Tax return (individual)
Tax advice / optimization
Accounting / budget planning
Pension & financial planning
Support with authorities / social security
Other

6. Documents to be submitted (if available)

Salary certificates
Pension or disability insurance certificate
Account statements / interest statements
Insurance certificates
Last tax assessment
Health insurance premiums / reimbursements
Additional documents

5️⃣ Child 3

2.2 First name *

2.3 Last name *

2.4. Street / No. *

2.5 Postal code / City *

2.18 Email *

2.9 Date of birth *

2.10 Marital status *

2.16 Phone *

2.13 Residence permit *

2.8 AHV number (AHVN13) *

2.12 Place of origin *

2.11 Nationality *

2.22 Living separately since (if applicable)

2.20 Maintenance obligations / alimony

ja
Nein

2.19 Website / URL

3.2 Employer / Company 1 *

3.3 Occupation / Position 1 *

3.4 Employment level 1 (%) *

3.5 Employed since (date) 1 *

3.6 Secondary employment / Self-employment *

ja
Nein

3.6 Employer / Company 2

3.6.1 Occupation / Position 2

3.6.1 Employment level 2 (%)

3.6.1 Employed since (date) 2 *

3.6.1 Secondary employment / Self-employment

ja
Nein

4.1 Bank *

4.1 Bank

3.15-3.24 Pensions / Disability / Allowances / Unemployment *

Existing financial liabilities *

4.2 -4.4 If yes, please specify

Mortgage (primary residence / investment property)
Personal loan / consumer loan
Leasing contract (e.g., vehicle)
Other

4.8-4.10 Assets (private individual) *

4.8-4.10 If yes, please specify

Bank assets (accounts / savings accounts)
Cash
Precious metals (gold, silver, etc.)
Securities (shares, funds, ETFs, bonds)onen)
Investment funds / portfolios
Cryptocurrencies
Real estate (home / holiday property / investment property)
Building land / plots
Pension assets / Pillar 3a
Vested benefits account / policy
Motor vehicles (car, motorcycle)
Valuables (jewelry, art, watches)
Loan claims (private loans to third parties)
Company shares (Ltd / Inc)
Foreign assets
Other

4.5-4.7 Insurances *

4.5-4.7 If yes, please specify

Health insurance (basic)
Supplemental insurance
Accident insurance
Personal liability insurance
Household insurance
Legal protection insurance
Motor vehicle insurance
Life insurance (pillar 3a / 3b)
Disability insurance
Travel insurance
Other

Other debts / obligations *

If yes, please specify

5. Requested services *

Tax return (individual)
Tax advice / optimization
Accounting / budget planning
Pension & financial planning
Support with authorities / social security
Other

6. Documents to be submitted (if available)

Salary certificates
Pension or disability insurance certificate
Account statements / interest statements
Insurance certificates
Last tax assessment
Health insurance premiums / reimbursements
Additional documents

6️⃣ Child 4

2.2 First name *

2.3 Last name *

2.4. Street / No. *

2.5 Postal code / City *

2.18 Email *

2.9 Date of birth *

2.10 Marital status *

2.16 Phone *

2.13 Residence permit *

2.8 AHV number (AHVN13) *

2.12 Place of origin *

2.11 Nationality *

2.22 Living separately since (if applicable)

2.20 Maintenance obligations / alimony

ja
Nein

2.19 Website / URL

3.2 Employer / Company 1 *

3.3 Occupation / Position 1 *

3.4 Employment level 1 (%) *

3.5 Employed since (date) 1 *

3.6 Secondary employment / Self-employment *

ja
Nein

3.6 Employer / Company 2

3.6.1 Occupation / Position 2

3.6.1 Employment level 2 (%)

3.6.1 Employed since (date) 2 *

3.6.1 Secondary employment / Self-employment

ja
Nein

4.1 Bank *

4.1 Bank

3.15-3.24 Pensions / Disability / Allowances / Unemployment *

Existing financial liabilities *

4.2 -4.4 If yes, please specify

Mortgage (primary residence / investment property)
Personal loan / consumer loan
Leasing contract (e.g., vehicle)
Other

4.8-4.10 Assets (private individual) *

4.8-4.10 If yes, please specify

Bank assets (accounts / savings accounts)
Cash
Precious metals (gold, silver, etc.)
Securities (shares, funds, ETFs, bonds)onen)
Investment funds / portfolios
Cryptocurrencies
Real estate (home / holiday property / investment property)
Building land / plots
Pension assets / Pillar 3a
Vested benefits account / policy
Motor vehicles (car, motorcycle)
Valuables (jewelry, art, watches)
Loan claims (private loans to third parties)
Company shares (Ltd / Inc)
Foreign assets
Other

4.5-4.7 Insurances *

4.5-4.7 If yes, please specify

Health insurance (basic)
Supplemental insurance
Accident insurance
Personal liability insurance
Household insurance
Legal protection insurance
Motor vehicle insurance
Life insurance (pillar 3a / 3b)
Disability insurance
Travel insurance
Other

Other debts / obligations *

If yes, please specify

5. Requested services *

Tax return (individual)
Tax advice / optimization
Accounting / budget planning
Pension & financial planning
Support with authorities / social security
Other

6. Documents to be submitted (if available)

Salary certificates
Pension or disability insurance certificate
Account statements / interest statements
Insurance certificates
Last tax assessment
Health insurance premiums / reimbursements
Additional documents

Comments or questions

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Declaration *

I hereby confirm that the information I have provided is complete and correct. I am aware that withholding or concealing information as well as providing false statements is punishable by law. I will immediately report any changes to the information provided in this application.

CLIENT INTAKE FORM (Private Individual)

1️⃣ Personal Information

2️⃣ Spouse / partner

3️⃣ Child 1

4️⃣ Child 2

5️⃣ Child 3

6️⃣ Child 4

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CH-8180 Bülach

+41 78 867 50 50

uniquetreuhand@snvsolutions.ch

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