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Profile

Task #3685

Updated by Muhammed Aslam about 1 month ago

Changes requested by Oshin 



 :one: Total Estimated Net Worth (EUR) 
 Label: 
  Your total estimated net worth (EUR) 
 Helper text: 
  Please enter the total value of everything you own (savings, property, investments) minus any debts. 
  Example: 50,000 
 :two: Annual Salary from Employment (USD) 
 Label: 
  Your yearly income from employment (USD) 
 Helper text: 
  Enter your approximate annual income before tax. 
  If you are self-employed, please enter your average yearly earnings. 
  Example: 35,000 
 :three: Estimated Monthly Income (EUR) 
 Label: 
  Your average monthly income (EUR) 
 Helper text: 
  Enter your usual total monthly income from all sources. 
  Example: 3,000 
 :four: Savings / Investments Amount (EUR) 
 Label: 
  Approximate total of your savings and investments (EUR) 
 Helper text: 
  Include the amount you have in bank savings, investment accounts, or other financial assets. 
  Example: 20,000 


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 Label: 
  What is the nature of your profession or business? 
  (If retired or not currently employed, please specify your former profession.) 
 Helper text: 
  Please describe clearly what you do or did for work — for example: 
 “I own a car rental company” 
 “I work as a marketing consultant” 
 “I’m retired; my former profession was a civil engineer” 
 “Freelance graphic designer” 
 :small_blue_diamond: When client selects “Other” 
 Label (conditional text below the ‘Other’ field): 
  If “Other”, please describe your profession or business clearly. 
 Helper text for “Other”: 
  Please write what you do or the type of business you run. Be specific — avoid general words like “business” or “freelance”. 
  Examples of clear answers: 
 “I run an online retail business selling clothing” 
 “I own a restaurant and manage daily operations” 
 “Independent financial advisor” 
 “Part-time university lecturer”

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