(Jorge meets with his new financial advisor.

A birth certificate is used for identity verification, not for determining investment goals, risk tolerance, or financial needs. An investor profile is built from documents that demonstrate financial assets, liabilities, income, and personal objectives.

Exact Extract:

"Information used to determine an investor profile includes assets, liabilities, income, investment objectives, and risk tolerance. Identification documents like birth certificates are not relevant to determining investment needs."

(Reference:Segfunds-E313-2020-12-7ED, Chapter 4.1 Financial Situation of the Investor​)