Paslawski Capital Management Ltd.

Onboarding Form

Personal Information:

First Name*

Last Name*

Email Address*

Phone Number

Preferred Contact Method

Phone Call

Text Message

Address

Client Type:

Are you filling this out as an individual or on behalf of a business?

Individual

Business

Business Information (if applicable)

Company Name

Are you representing a company? If yes, complete this field with your official Company Name. If you are not representing a company, then please enable the switch below labeled "I'm not representing a Company".

Company Structure

Sole Proprietorship

Partnership

Corporation

Are you the owner of the business?

Yes

Number of Employees

1-10

11-50

51-200

200+

Industry and Professional Information

Are you a farmer?

Yes

Number of Acres farmed

Farm's Annual revenue

Under $500,000

$500,000 - $1,000,000

$1,000,000 - $5,000,000

Over $5,000,000

What is your primary industry or profession?

Occupation

Business' Annual Income

Under $50,000

$50,000 - $100,000

$100,000 - $250,000

Over $250,000

Marital Status

Single

Married

Divorced

Widowed

Do you have children?

Yes

Number of children

Accountant Information

Name

Firm

Phone Number

Do you give PCM permission to contact your accountant on your behalf?

Yes

Plans and Concerns

Age

Do you have a retirement or succession plan in place?

Yes

Do you have an up-to-date will?

Yes

What are your primary financial concerns? (Select all that apply)

Retirement Planning

Wealth Building

Tax Optimization

Estate Planning

Farm Succession

Managing Risks

Helping Kids/Grandkids

Extracting Wealth to Retire

Business Succession Planning

Employee Benefits

Charitable Giving

Other

When are you looking to address your primary financial concerns?

Immediately

Within 6 Months

Within 1 year

More than one year fron now

Additional Information

Is there anything else you would like us to know about your financial situation or concerns?

How did you hear about PCM?

Referral

Online search

Social media

Events/Seminar

Other

Communication Preferences

How often would you like to receive communications from PCM Financial?

Weekly

Monthly

Quarterly

Semi-Annually

Only when necessary

Consent

Signature Block

Consent

Signature Block

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