This page summarizes certain Know Your Client (KYC) data you have provided to us during the fact finding process. Accounts and/or assets marked with a * have not been offered, sold and/or serviced by Del Wilmot/Wilmot Financial Services Inc. (WFS) or its subsidiaries or affiliates (collectively, "Del Wilmot/WFS"). Valuations of certain assets such as real estate or personal property are based on estimates provided by you, and Del Wilmot/WFS makes no representations as to their value. This is not an official record of your assets or any account and/or contract, and it is provided for your convenience and information only. If there is a discrepancy between any of the information herein and the official records of your assets, accounts and/or contracts, the official records will take precedence. Del Wilmot/WFS makes no representation that the data presented herein, or in any other statement, is accurate. Please verify this data and advise us of any inaccuracies. Del Wilmot/WFS will not monitor or provide service regarding non-managed assets, i.e. investments and/or insurance policies that are not purchased through our firm.