Invesco DISC Request Form

    Please complete this assessment request form for your upcoming consultation. If you have any questions regarding access to the assessment or how to take it, please contact Paragon Resources, 770.319.0310.

    Reminder from Invesco: All Financial Advisors for whom a DISC report is requested must have an up-to-date entry in Salesforce at the time of this request.

    Salesforce Entry Completed?

    CEO Advisor Consultant

    Meeting Date

    SAC Name

    SAC Email Address

    Team Name to Identify Team/Practice

    Need Team Summary?

    NOTE: If requesting a Team Summary revision, please provide details (and indicate any changes) in the Special Requests/Notes field below.

    We forward all team results to the CEO Advisor Consultant and SAC. (The respondent automatically receives his/her own results.) If any other Invesco employee should receive the results, please provide that email address.

    Please list ALL team members' first names and email addresses below.

    Team Member 1

    Team Member 2

    Team Member 3

    Team Member 4

    Team Member 5

    Team Member 6

    Team Member 7

    Team Member 8

    Team Member 9

    Team Member 10

    Special Requests / Notes / Additional Members

    Form Submitted by (please provide name and email address):