Get the free Key Facts Illustration (KFI)

First Time Buyers GuideSTEP6Home GuideStar application process Key Facts Illustration (KFC)Applying for a mortgage can seem scary, but you need to remember the lender is about to lend you thousands

How to fill out key facts illustration kfi

How to fill out key facts illustration kfi

1. Step 1: Start by gathering all the necessary information such as the client's personal details, financial information, and any specific product details.
2. Step 2: Begin with the basic information, such as the client's name, age, and contact details. This helps identify the individual for whom the KFI is being prepared.
3. Step 3: Provide a clear and concise summary of the key features and terms of the financial product or service being illustrated.
4. Step 4: Include important details such as interest rates, fees, charges, and any potential risks associated with the product.
5. Step 5: Use simple language and avoid jargon to ensure easy understanding by the client.
6. Step 6: Ensure that all information provided in the KFI is accurate, complete, and up-to-date.
7. Step 7: Review the document for clarity and comprehensibility before finalizing it.
8. Step 8: Present the filled-out key facts illustration (KFI) to the client, explaining the contents and addressing any queries they may have.
9. Step 9: Keep a record of the completed KFI for future reference and compliance purposes.

Who needs key facts illustration kfi?

1. Key facts illustration (KFI) is needed by financial advisors, mortgage brokers, and other professionals involved in offering financial products or services to their clients.
2. Potential clients who are considering purchasing a financial product may also require a KFI to understand the key features and terms of the offering.

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