EFTA Document EFTA01387998

Further Describe Source of Wealth /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 atth?For business owners. how long in business. how many employees, level of profitability? Indicate type of business, countries of in jor activities, important business partners.) Estimated Annual Income (S): Estimated amount of investable assets(S): Estimated Net Worth(S): Amount of assets planned to in