Financial Coaching Intake Form Template for England and Wales

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Key Requirements PROMPT example:

Financial Coaching Intake Form

"I need a Financial Coaching Intake Form for my newly established coaching practice in London, focusing on professionals in their 30s seeking retirement planning, and I want to ensure GDPR compliance while gathering detailed information about their investment experience and risk tolerance."

What is a Financial Coaching Intake Form?

The Financial Coaching Intake Form serves as the foundational document for establishing a professional relationship between financial coaches and their clients in England and Wales. This document is essential for gathering crucial information about the client's financial situation, goals, and expectations while ensuring compliance with UK financial regulations and data protection laws. It includes sections for personal information, financial status assessment, goal setting, and service agreements. The form helps coaches understand their clients' needs while protecting both parties through clear documentation of the engagement terms.

What sections should be included in a Financial Coaching Intake Form?

1. Personal Information: Collection of client's contact details, identification information, and basic personal data

2. Financial Status Overview: Details of current financial situation including income, expenses, assets, and liabilities

3. Goals and Objectives: Client's financial goals, timeline, and desired outcomes from coaching

4. Privacy Notice: GDPR-compliant information about how personal data will be collected, used, stored, and protected

5. Service Agreement: Terms of coaching engagement including scope, limitations, and client acknowledgments

What sections are optional to include in a Financial Coaching Intake Form?

1. Risk Assessment: Evaluation of client's risk tolerance and investment preferences - used when investment coaching is included

2. Debt Analysis: Detailed breakdown of current debts and debt management strategies - used when debt management is a primary concern

3. Business Finances: Information about business-related finances and objectives - used when client owns a business

What schedules should be included in a Financial Coaching Intake Form?

1. Fee Schedule: Detailed breakdown of coaching fees, payment terms, and payment methods

2. Service Scope: Comprehensive outline of services included and excluded from the coaching engagement

3. Consent Forms: Required authorization forms for data processing and information sharing

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok��˰� | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Retail
Manufacturing
Services
Hospitality
Healthcare

Relevant Teams

Human Resources
Legal
Operations
Payroll
Administration

Relevant Roles

HR Manager
Line Manager
HR Director
Department Manager
Operations Manager

Industries

UK GDPR and Data Protection Act 2018: Data protection legislation governing how personal information must be collected, processed, stored and protected. Essential for intake forms that collect personal data.

PECR (Privacy and Electronic Communications Regulations): Regulations covering electronic communications, including rules about marketing communications and cookies. Relevant if the intake form is digital or leads to electronic communications.

Financial Services and Markets Act 2000: Primary legislation governing financial services in the UK. Defines regulated activities and requirements for financial service providers.

FCA Regulations: Financial Conduct Authority regulations that may apply if the coaching service includes regulated financial advice. Determines scope of permissible activities.

Consumer Credit Act 1974: Legislation governing credit-related matters. Relevant if the coaching involves advice on loans, credit cards, or debt management.

Consumer Rights Act 2015: Legislation covering consumer rights, unfair terms, and service quality. Ensures fairness and transparency in service contracts.

Consumer Protection from Unfair Trading Regulations 2008: Protects consumers from unfair commercial practices, misleading actions or omissions. Ensures honest marketing and service descriptions.

Consumer Contracts Regulations 2013: Governs distance selling and information requirements. Important for defining cancellation rights and service information disclosure.

Anti-Money Laundering Regulations 2017: Regulations requiring verification of client identity and source of funds. May apply depending on the nature of financial coaching services.

Proceeds of Crime Act 2002: Legislation concerning money laundering and proceeds of crime. Relevant for reporting obligations and due diligence requirements.

Equality Act 2010: Prohibits discrimination based on protected characteristics. Ensures fair treatment and equal access to services.

Unfair Contract Terms Act 1977: Regulates unfair terms in contracts, particularly exclusion clauses. Ensures balance and fairness in service agreements.

Common Law Contract Principles: Fundamental principles of contract formation including offer, acceptance, consideration, and intention to create legal relations.

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Let's create your Financial Coaching Intake Form

What is a Financial Coaching Intake Form?

What sections should be included in a Financial Coaching Intake Form?

What sections are optional to include in a Financial Coaching Intake Form?

What schedules should be included in a Financial Coaching Intake Form?

Authors

Alex Denne

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