Business owner profile
The Business owner profile is a comprehensive discovery tool designed to help advisors gain a deeper understanding of a client's business. Through structured questions covering business history, family involvement, growth objectives, key personnel, and succession considerations; the profile helps advisors identify opportunities, risks, and planning gaps. The result is a stronger foundation for building tailored recommendations that align with the business owner's long-term goals and legacy aspirations.
Approved for use with investors
Accept Terms Of Use
Thank you for requesting the pre-inception information. After you certify that you agree with the statements below, we will provide the relevant documents to you.
You are an institutional investor, a registered investment advisor, or a registered financial advisor as defined by FINRA Rule 2210(a)(4). This information will not be communicated, shared, or distributed to the public, an individual investor, or any person who does not meet FINRA's definition of an institutional investor. No part of this information may be reproduced or transmitted in any form or by any means.
If you have any questions, please call a John Hancock Investment Management representative at 800-225-6020. Thank you for your interest in John Hancock Investment Management.