ALI YASIN
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Downloads

Forms and checklists

All documents for the consultation. Please fill them in and bring them along, or send them in advance to info@ali-yasin.com.

To download

General documents

PDF Tax adviser authorisation PDF · fillable · 44 KB Download ↓ PDF Project description PDF · 1,4 MB Download ↓ PDF Privacy information for clients PDF · Information under Art. 13 GDPR · as at 09/10/2026 · no signature needed Download ↓ PDF General terms of contract · consulting PDF · Order form and terms of contract · as at 09/10/2026 Download ↓ PDF General terms of contract · corporate finance PDF · Order form and terms of contract · as at 09/10/2026 Download ↓

To download

Private clients and property

Self-disclosure, asset statement and checklists for property financing.

PDF Self-disclosure PDF · 1,1 MB Download ↓ PDF Self-disclosure, short form PDF · 195 KB Download ↓ PDF Investment assets appendix PDF · 77 KB Download ↓ PDF Asset statement PDF · 775 KB Download ↓ PDF Property checklist PDF · 573 KB Download ↓ PDF Corporate client checklist PDF · 316 KB Download ↓

To download

Business clients and start-ups

Business plan, investment and liquidity planning for founders and companies.

PDF Business plan checklist PDF · 477 KB Download ↓ PDF Investment plan checklist PDF · 1,8 MB Download ↓ PDF Profitability forecast checklist PDF · 1,8 MB Download ↓ PDF Liquidity plan checklist PDF · 1,7 MB Download ↓

Questions about the forms?

Send the documents in advance or bring them to the appointment. Whatever is missing, we complete together.

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