ADVISER PARTICULARS * indicates a required field Adviser Name * Firm Phone * Email * ABN * CLIENT 1 PARTICULARS * indicates a required field Name * Phone * Email * Residential Address * Postal Address DOB Marital Status Current Will Current Power of Attorney Tax File Number CLIENT 2 PARTICULARS * indicates a required field Name Phone Email Residential Address Postal Address DOB Marital Status Current Will Current Power of Attorney Does the client wish to draw an Enduring Power of Attorney: YesNo Details: Is an urgent will required: YesNo Details: Is client prepared to incur an uplift fee of 20%: YesNo FAMILY DETAILS * indicates a required field Full Name * Relationship to client * DOB * Full Name Relationship to client DOB Full Name Relationship to client DOB Full Name Relationship to client DOB Are there any children from a previous relationship: YesNo Are there any children with special needs: YesNo INTERESTS * indicates a required field Net Assets * Net Liabilities * Structure / Other Entity details (Provided by Adviser) * Life Insurance * Funeral Policy * Superannuation Funds (Is a current death nomination in place) * Please Select Your Swift Legal Representative to Send To: Caroline Cavanagh <caroline@swiftlegal.com.au>Lisa-Jane Lowe <lisajane@swiftlegal.com.au>Margaret <margaret@swiftlegal.com.au>Nikki Gough <nikki@swiftlegal.com.au>Judica Swift <judica@swiftlegal.com.au>Amelia Ballentine <amelia@swiftlegal.com.au>Yuri Matsuura <yuri@swiftlegal.com.au> devAdminClient Referral06.13.2018
