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CLIENT INTAKE FORM (Business Client)

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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

4.1 Bank

3.15-3.24 Pensions / Disability / Allowances / Unemployment *

Yes
No

Existing financial liabilities *

Yes
No

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) *

Yes
No

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 *

Yes
No

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 *

Yes
No

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

Company information

7.1 Company name *

7.2 Company ID *

7.3 VAT number

7.4 Industry / Sector *

7.5 Street / No. *

7.6 Postal code / City *

7.7 Email *

7.8 Phone *

7.9 Bank *

7.9 Bank

7.9 Bank

Management / Board of Directors *

7.9 Bank

7.9 Bank

7.9 Bank

7.11 Website / URL

1.7 Legal form of the company *

Sole proprietorship
General partnership
Limited partnership
Limited Liability Company (LLC
Joint-stock company / Corporation
Association
Foundation
Branch office
Other

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

4.1 Bank

3.15-3.24 Pensions / Disability / Allowances / Unemployment

Yes
No

Existing financial liabilities

Yes
No

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)

Yes
No

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

Yes
No

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

Yes
No

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

Company information

7.1 Company name

7.2 Company ID

7.3 VAT number

7.4 Industry / Sector

7.5 Street / No.

7.6 Postal code / City

7.7 Email

7.8 Phone

7.9 Bank

7.9 Bank

7.9 Bank

Management / Board of Directors

7.9 Bank

7.9 Bank

7.9 Bank

7.11 Website / URL

1.7 Legal form of the company

Sole proprietorship
General partnership
Limited partnership
Limited Liability Company (LLC
Joint-stock company / Corporation
Association
Foundation
Branch office
Other

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

4.1 Bank

3.15-3.24 Pensions / Disability / Allowances / Unemployment

Yes
No

Existing financial liabilities

Yes
No

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)

Yes
No

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

Yes
No

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

Yes
No

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

4.1 Bank

3.15-3.24 Pensions / Disability / Allowances / Unemployment

Yes
No

Existing financial liabilities

Yes
No

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)

Yes
No

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

Yes
No

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

Yes
No

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

4.1 Bank

3.15-3.24 Pensions / Disability / Allowances / Unemployment

Yes
No

Existing financial liabilities

Yes
No

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)

Yes
No

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

Yes
No

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

Yes
No

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

4.1 Bank

3.15-3.24 Pensions / Disability / Allowances / Unemployment

Yes
No

Existing financial liabilities

Yes
No

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)

Yes
No

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

Yes
No

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

Yes
No

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

since to 3.6

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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.

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