Notes to the personal balance sheet NOTE 1: Personal, professional and family situation NOTE 2: Accounting conventions Assets and liabilities are evaluated at estimated current value. NOTE 3: Bank accounts Balance Type of account Financial institution $ 1) 2) 3) Total: NOTE 4: Life insurance cash surrender Cash surrender Type of contract Comments $ 1) 2) Total: NOTE 5: Non-registered investments Liquid securities Savings bonds Face value Accrued value Issuer Series Interest rate Maturity $ $ 1) 2) Total: Term deposits or guaranteed investment certificates maturing in less than 1 year
Notes to the personal balance sheet NOTE 1: Personal, professional and family situation NOTE 2: Accounting conventions Assets and liabilities are evaluated at estimated current value. NOTE 3: Bank accounts Financial institution Type of account Balance $ 1) 2) 3) Total: NOTE 4: Life insurance cash surrender Type of contract Cash surrender $ Comments 1) 2) Total: NOTE 5: Non-registered investments Liquid securities Savings bonds Issuer Series Interest rate Maturity Face value $ Accrued value $ 1) 2) Total: Term deposits or guaranteed investment certificates maturing in less than 1 year
questionnaire-planification-financiere-en.docx