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PERSONAL AND CONFIDENTIAL Client Fact Find Client Names: Adviser Name: Date: Adviser Internal Reference: Presented By: MERRITT CONSULTANTS 23 Coleridge Street Hove, East Sussex, BN3 5AB Tel: 01273
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What is client fact find?
Client fact find is a document or form that gathers detailed information about a client's financial situation, goals, and needs.
Who is required to file client fact find?
Financial advisors or institutions providing financial services are typically required to file client fact find.
How to fill out client fact find?
To fill out a client fact find, the client or their financial advisor must provide accurate and complete information as requested in the document or form.
What is the purpose of client fact find?
The purpose of client fact find is to help financial advisors understand their clients' financial needs and goals, and to recommend suitable financial products or services.
What information must be reported on client fact find?
The information reported on a client fact find may include personal details, income, expenses, assets, liabilities, investment knowledge, risk tolerance, and financial goals.
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