RELIANCE LEGAL GROUP LLP

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Client Intake Form

The Firm/
Practice Areas/
Contact/

Client Intake Form

Please fill out the form below

Identification

1. Full Legal Name *

2. Current Address *

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

3. Date of Birth *

MM

DD

YYYY

4. Phone Number *

(###)

###

####

5. Email *

6. Occupation *

Government Issued Photo ID

1. Type of Document *

Must check at least two.

a. Driver's Licence

b. Passport

c. Credit Card

d. Others

ID Number *

Issuing Jurisdiction *

i. Alberta

ii. Canada

iii. Others

ㄴ iii. Others

Please answer only those who selected iii. Others above

Expiry Date (Primary ID) *

MM

DD

YYYY

3. Source of Funds

Please check only those who selected b.sources above.

a) Savings

b) Investment returned

c) existing client trust transfer

d) other: (please specify)

ㄴ d) Others

Please specify only those who selected 'd) Others' above

4. Cash shortfall/Cash to Close to trust

a) Bank draft amount brought in:

$

b) Payment made at reception:

$

Thank you!

Client Intake Form

Client Intake Form

Please fill out the form below

RELIANCE LEGAL GROUP LLP
Unit 1101, 3961-52nd Avenue NE
Calgary, Alberta

403 285 7070
Info@RLGLAW.ca

Client Intake Form

Client Intake Form

Please fill out the form below

RELIANCE LEGAL GROUP LLPUnit 1101, 3961-52nd Avenue NECalgary, Alberta

403 285 7070Info@RLGLAW.ca

RELIANCE LEGAL GROUP LLP
Unit 1101, 3961-52nd Avenue NE
Calgary, Alberta

403 285 7070
Info@RLGLAW.ca