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Client Suitability Form Template

Client Suitability Form Template

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8
Questions
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Client Suitability Form Template

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1.
Which best describes your current life stage?
Starting out
Building and progressing
Preparing for the future
Leaving a legacy
2.
What are your objectives in purchasing this product?[Checkboxes]
Income protection
Health protection
Education funding
Retirement planning
Milestone planning
Estate transfer
3.
How would you rate your investment knowledge?[Checkboxes]
No knowledge
Limited
Moderate
Good
Extensive
4.
How many years have you invested in stocks, bonds, or mutual funds/UITFs?[Checkboxes]
No experience
Less than 1 year
1 to 5 years
6 to 10 years
More than 10 years
5.
Which best describes your investment objective and acceptable level of risk?[Checkboxes]
Capital preservation
Regular income
Income and growth
Capital growth
Capital appreciation
6.
What portion of your portfolio would you allocate to higher-risk investments?[Checkboxes]
Less than 20%
21% - 40%
41% - 60%
61% - 80%
Over 80%
7.
How long can you keep your money invested to meet your financial goals?[Checkboxes]
Less than 1 year
1 - 2 years
3 - 5 years
6 - 10 years
Over 10 years
8.
Which statement best describes your current financial needs and security?[Checkboxes]
I need this investment for my income
I do not need this investment to supplement current income
I do not expect to use it for current needs but may need access in an emergency
My financial situation is stable
My financial situation is completely secure
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Template instructions
Client suitability form template helps insurance professionals assess whether products match a client's needs and risk profile. This free template simplifies data collection, reducing calls and paperwork while improving compliance.

The template includes questions on life stage, objectives (income, health, retirement), investment knowledge and experience, risk tolerance, allocation to higher-risk assets, and investment time horizon. Multiple-choice options make responses easy to analyze.

Use cases include onboarding new clients, periodic reviews, product recommendations for home, auto, and life insurance, and documenting suitability for audits. You can also collect photos of damage or wear for reference and embed the form on your website or send via email. Integrate payments with Stripe or PayPal and collect responses offline via mobile app for seamless, secure client intake everywhere fast.

Ready to streamline client assessments? Click "Use This Template" to start using the client suitability form template and begin collecting reliable client information in minutes.

Get Started in 3 Simple Steps

1

Use This Template

Click "Use This Template" to open it in SurveyMars. You can preview and test it without signing up.

2

Customize Your Survey

Edit questions, upload your logo, and match the design to your brand. Create professional surveys with no technical skills required.

3

Share & Collect Responses

Share by link, QR code, or embed it on your website. Responses appear in your dashboard as soon as they come in.

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