Financial Context Questionnaire

Client information

Before we begin, please provide your contact information.

Full Name

Email Address

Phone Number

Country of Residence

Financial context assessment

02. How is your wealth currently structured?

03. Do you currently have financial liabilities or commitments that should be considered?

No Yes

04. Are there significant financial responsibilities involving your family or other dependents?

No Yes

05. Do you currently use other wealth management, investment advisory, banking or family office arrangements?

No Yes

06. How much of your financial structure needs to remain readily accessible?

07. Do you anticipate any significant liquidity needs in the next 12–24 months?

No Yes

08. Are there any foreseeable events that may materially affect your financial situation?

No Yes

09. How important is maintaining flexibility to access capital when circumstances change?

10. What are the main objectives you would like your financial structure to support?

11. What is the approximate time horizon associated with these objectives?

12. Is there anything about your current financial structure that you would particularly like to review, simplify or better understand?

Privacy & important information

This questionnaire is intended to help us understand and organize your financial context. It does not classify your risk profile or provide an investment or asset allocation recommendation.

The information you provide will be treated confidentially and used to support an initial conversation with Gyroscope, in accordance with our Privacy Policy.

Privacy Acknowledgment

I acknowledge that the information provided will be processed by Gyroscope for the purpose of reviewing my financial context and responding to my inquiry, in accordance with the Privacy Policy.

Let’s Understand Your Financial Context