ANNUAL QUESTIONNAIRE

Model Provider Due Diligence

STEP 1: Download Supplemental Data Template

Click the button below to download a blank Excel template for the supplemental data spreadsheet, then upload a completed questionnaire at the end of the form below. This is required for each model on the GeoWealth platform.

If you have any questions or issues, please contact Lindsey Ruderman (lindsey.ruderman@geowealth.com) or Jen Wing (jen.wing@geowealth.com)

STEP 2: Complete Annual Update Questionnaire
Model Provider Comprehensive Due Diligence Form:

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