EFTA Document EFTA01387992

Further Describe Source of Wealth f Detail the history of wealth for each of the sources' (e.g. For trusts. how did settlor accumulate wealth? For inheritance, h w did family accumulate w alth?For business owners, how long in business, how many employees, level of profitability? Indicate type of business, countries of m jor activities. important business partners.) Estimated Annual Income ($): Estimated amount of investable assets(S): Estimated Net Worth(S): Amount of assets planned to in