Horizon Suitability Tolerance Fiduciary

The logo of Kintail Advisors features a blue diamond shape with geometric lines and the text "Kintail Advisors" below it in blue font.

Pre-Onboarding Questionnaire

Purpose of this questionnaire

This questionnaire is designed to help Kintail Advisors understand your financial circumstances, investment objectives, time horizon, suitability and risk tolerance. The information you provide will assist us in determining whether our services are appropriate for you and in developing investment recommendations consistent with your goals and best interests.

Completion of this questionnaire does not establish an advisory relationship and does not authorize Kintail Advisors to manage your assets. If we mutually decide to move forward, you will receive a separate Investment Management Agreement and custodial account documentation for review and signature.

All information provided will be treated as confidential and used solely for purposes of evaluating and establishing a potential advisory relationship.

Please review our Privacy Policy regarding the collection and use of your personal information.
Privacy policy statement