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Welcome to your client discovery at IQ

There are two required and six optional sections. Please complete the relevant sections for you by selecting from the options on the following page.

It will take at least half an hour to complete this discovery. Your answers will be saved automatically to your browser session, and you can track your progress with the bar at the top of your screen.

Required questions are indicated with an asterisk (*).

Firstly, please indicate whether you are completing this form jointly or as an individual.

Firstly, please indicate whether you are completing this form jointly or as an individual.