Get the free Fact Find Form - GO Mortgage Corporation

Fact Find Form Broker Details Name Referral form held? Yes Referral Source No Applicant Details & Objectives INDIVIDUALS Individual Applicant 1 Please circle Mr Mrs Ms Miss Individual Applicant 2

How to fill out fact find form

How to fill out a fact find form:

1. Start by carefully reading the instructions provided on the form. This will give you a clear understanding of what information is required.
2. Begin filling out the form by providing your personal details such as your name, address, contact information, and any other requested identification details.
3. Move on to the section that requires information about your financial situation. This may include details about your income, assets, debts, investments, and expenses. Be thorough and provide accurate information as this will be crucial for the purpose of the form.
4. If the fact find form asks for information about your goals and objectives, take the time to consider your financial aspirations. This could include short-term and long-term goals, whether it's saving for a house or retirement, and any specific financial targets you may have.
5. In case the form contains a section about your risk tolerance, take a moment to evaluate your personal comfort level with risks. This information is often important for financial advisors to understand and suggest suitable investment options.
6. If there are any sections that you are unsure about or require clarification, don't hesitate to seek assistance. Contact your financial advisor or the appropriate institution or organization responsible for the fact find form.

Who needs a fact find form?

1. Individuals seeking financial advice: Fact find forms are often used by financial advisors to gather necessary information about their clients. If you are seeking professional financial advice, a fact find form may be required to assess your current financial position accurately.
2. Banks and financial institutions: When applying for loans, mortgages, or other financial products, banks and financial institutions may use fact find forms to evaluate the suitability of their products for the applicant. By collecting comprehensive information, they can better understand the applicant's financial circumstances.
3. Insurance companies: Insurance providers often require individuals to complete fact find forms to assess the customer's level of risk and determine the appropriate coverage and premiums. This helps the insurer understand the potential financial implications and offer tailored insurance products.

In summary, filling out a fact find form involves carefully providing accurate personal and financial information, considering goals and risk tolerance if requested, and seeking guidance if needed. These forms are commonly used by financial advisors, banks, financial institutions, and insurance companies to assess an individual's financial situation and provide appropriate advice or products.

For pdfFiller’s FAQs

What is fact find form?

Fact find form is a document used to gather information about a client's financial situation, goals, and risk tolerance.

Who is required to file fact find form?

Financial advisors, planners, and institutions are required to file fact find forms for their clients.

How to fill out fact find form?

Fact find forms can be filled out by providing accurate and detailed information about income, expenses, assets, debts, and financial goals.

What is the purpose of fact find form?

The purpose of fact find form is to help financial professionals understand their clients' financial situation and provide appropriate advice.

What information must be reported on fact find form?

Information such as income, expenses, assets, debts, financial goals, risk tolerance, and investment preferences must be reported on fact find forms.

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