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Fact Infinitival Interview:This form must be completed by all applicants. Information in this document is only valid for loan assessment purposes for 90 days. Time Date//Location Referred by:A. Personal

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How to fill out fact find

How to fill out a fact find:

01

Start by gathering all the necessary documents and information. This may include personal identification, financial statements, insurance policies, investment statements, and any other relevant documents.

02

Begin by providing your personal details, such as your full name, date of birth, address, and contact information. This will help the organization or individual conducting the fact find to properly identify and communicate with you.

03

Proceed to fill out the section related to your financial situation. This typically includes details about your income, expenses, debts, assets, and liabilities. Be as accurate and comprehensive as possible to ensure an accurate overall picture of your financial standing.

04

Next, provide information about your financial goals and objectives. This could range from saving for retirement, purchasing a property, or funding your children's education. These details will help tailor the financial advice and recommendations to your specific needs.

05

It is important to disclose any risks, concerns, or special circumstances that may impact your financial situation. These could include health issues, legal obligations, or any other factors that might affect your ability to achieve your financial goals.

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Remember to answer all the questions honestly and provide complete information. This will ensure that the fact find accurately reflects your current financial position and allows for appropriate financial planning.

Who needs a fact find?

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Individuals who are seeking financial advice or planning: If you are in need of professional financial guidance, a fact find will help assess your current financial situation and provide a clear understanding of your goals and objectives. This information will serve as the foundation for tailored recommendations and strategies.

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Financial advisors or planners: Fact finds are crucial tools for professionals in the finance industry. By conducting a comprehensive fact find, they can gather all the necessary information to offer informed advice and create personalized financial plans for their clients.

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Organizations offering financial products or services: Banks, insurance companies, investment firms, and other financial institutions often require fact finds to assess the suitability of their products or services for a specific individual. This ensures that they are aligned with the customer's financial objectives and risk tolerance.

Remember, the accuracy and completeness of the fact finding process are crucial for effective financial planning and decision-making. Thus, it is essential to dedicate sufficient time and effort to ensure all relevant information is provided.

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What is fact find?

Fact find is a process of gathering information about a client’s financial situation and goals in order to provide appropriate financial advice.

Who is required to file fact find?

Financial advisors and planners are typically required to file fact finds for their clients.

How to fill out fact find?

Fact finds are typically filled out by asking clients a series of questions about their financial situation, goals, and risk tolerance.

What is the purpose of fact find?

The purpose of fact find is to gather necessary information to provide tailored financial advice that meets the client's needs.

What information must be reported on fact find?

Information such as income, expenses, assets, liabilities, investment goals, risk tolerance, and other financial details must be reported on fact find.

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