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How to fill out fact finds

How to fill out fact finds:

1. Begin by gathering all the necessary information about the individual or entity for whom the fact find is being filled out. This includes personal details such as name, address, contact information, and any relevant identification numbers.
2. Identify the purpose of the fact find. Is it for financial planning, insurance application, or other purposes? Understanding the objective will help structure the rest of the document.
3. Include sections that cover the individual's financial situation. This can range from income and expenses to assets and liabilities. It is important to be comprehensive and accurate in capturing all relevant financial information.
4. Assess the individual's risk tolerance by asking questions about their investment preferences and attitude towards risk. This will help tailor any advice or recommendations provided based on their risk profile.
5. Inquire about existing insurance coverage, if applicable. This includes life insurance, health insurance, property insurance, and any other policies that the individual may have in place.
6. Include a section that addresses future financial goals and objectives. This can encompass short-term goals like saving for a house or long-term goals like retirement planning.
7. Request information about any dependents or beneficiaries. This is crucial for understanding the financial responsibilities and obligations that the individual may have towards their loved ones.
8. Provide an opportunity for the individual to disclose any other relevant information that may impact their financial situation or planning process.
9. Offer a section for additional comments or clarifications, allowing the individual to provide any extra details or context that they feel is important.
10. Ensure that the fact find is reviewed and verified for accuracy before finalizing the document.

Who needs fact finds:

1. Financial advisors: Fact finds are an essential tool for financial advisors to gain an in-depth understanding of their clients' financial situations. This information helps them provide tailored advice and recommendations.
2. Insurance companies: Fact finds are often required by insurance companies when individuals apply for insurance policies. The information collected helps assess the individual's insurability and determine appropriate coverage.
3. Banks and mortgage lenders: When individuals apply for loans or mortgages, fact finds may be necessary to evaluate their financial stability and repayment capacity.
4. Estate planners: Fact finds are valuable for estate planners to understand an individual's assets, liabilities, and future financial goals in order to create an effective estate plan.
5. Wealth management firms: Fact finds assist wealth management firms in creating personalized investment strategies based on their clients' financial circumstances and objectives.

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