About
Austerra
Company Information
Our Founder
Wealth
Management
Investment
Management
Austerra
Funds
Client Resources
Client Profile Questionnaire
Investor Objectives Statement
SEC Disclosure
Contact
Austerra
Contact Information
Request Information
Client Profile Questionnaire
Client Information
Co-client / Spouse Information
Salutation
--None--
Mr.
Ms.
Mrs.
Dr.
Prof.
Judge
Sir
First Name
Middle Name
Last Name
Home Address
City
State/Province
Zip
Country
Home Phone
Home Fax
Mobile Phone
Personal Email
Client Employment Status
--None--
Employed
Self-Employed
Retired
Unemployed
Business Name
Type of Business
Title/Position
Business Address
City
State
Zip Code
Business Telephone Number
Business Fax Number
Business Email
Co-client / Spouse Salutation
--None--
Mrs.
Miss
Ms.
Dr.
Mr.
Prof.
Judge
Sir
Co-Client / Spouse First Name
Co-client / Spouse Middle Name
Co-Client/Spouse Last Name
Is Co-client / Spouse home address different from your own?
Yes
No
Co-client/Spouse Address
City
State / Province
Zip
Country
Co-client/Spouse Home Phone
Co-client/Spouse Home Fax
Co-Client / Spouse Cell Phone
Co-client / Spouse Personal Email
Co-client / Spouse Employment Status
--None--
Employed
Self-Employed
Retired
Unemployed
Co-client / Spouse Type of Business
Co-client / Spouse Title / Position
Business Address
City
State
Zip
Business Telephone Number
Business Fax Number
Business Email
Preferred Methods of Contact
Preferred Email
--None--
Business
Personal
Preferred Mailing Address
--None--
Home
Business
Other
Preferred Telephone
--None--
Business
Home
Cell
Preferred Fax
--None--
Business
Home
Co-client / Spouse Preferred Email
--None--
Business
Personal
Co-client / Spouse Preferred Address
--None--
Home
Business
Other
Co-client / Spouse Preferred Telephone
--None--
Business
Home
Cell
Co-client / Spouse Preferred Fax
--None--
Business
Home
Personal Information
Client Date of Birth
Client Driver's License
Expiration Date
Client Driver's License
Place of Issuance
Client Country of Citizenship
Client Marital Status
--None--
Single
Married
Client Number of Dependents
Co-Client / Spouse Date of Birth
Co-client / Spouse
Driver's License Expiration Date
Co-client / Spouse
Driver's License Place of Issuance
Co-Client / Spouse Country of Citizenship
Co-client / Spouse Marital Status
--None--
SIngle
Married
Co-client / Spouse Number of Dependents
Financial Information
Client Annual Income
Estimated Household Net Worth
Value of Household Liquid Assets
Household Estimated Austerra Assets
Co-Client / Spouse Annual Income
Value of Household Illiquid Assets (excluding primary residence)
List of Household Illiquid Assets
Mortgage Information
Primary Residence Value
Primary Residence
Mortgage Balance
Primary Residence
Mortgage Interest Rate
Primary Residence
Mortgage Term
Primary Residence Mortgage Type
--None--
Fixed rate
Variable rate
Secondary Residence Value
Secondary Residence
Mortgage Balance
Secondary Residence
Mortgage Interest Rate
Secondary Residence
Mortgage Term
Secondary Residence Mortgage Type
--None--
Fixed rate
Variable rate