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Confidential Fact Find Aged CareFinancial Services Partners Pty Ltd Level 23, 242 Pitt Street, Sydney, NSW 2000, Australia ADSL No. 237590 ABN 15 089 512 587 Phone 1800 006 216 www.fspadvice.com.auPrivate

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Step 1: Start by gathering all the necessary information such as personal details, financial information, and any other relevant data.

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Step 2: Create a confidential fact find form or use a pre-existing template.

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Step 3: Begin filling out the form by entering the client's personal information, such as name, address, contact details, etc.

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Step 4: Proceed to the financial section and include details about the client's income, assets, liabilities, and expenses.

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Step 5: Provide additional information as required, such as the client's investment objectives, risk tolerance, and financial goals.

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Step 6: Review the completed form to ensure accuracy and completeness.

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Step 7: Keep the confidential fact find form securely stored and easily accessible for future reference or adjustments.

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Confidential fact find forms are typically used by financial advisors, wealth managers, or any professionals involved in providing financial advice or services.

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These forms help gather crucial information about clients' financial situations, allowing professionals to better understand their needs, develop appropriate strategies, and make informed recommendations.

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They can also be utilized by individuals who want to assess their own financial standing or keep track of their financial goals on a personal level.

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What is confidential fact find?

The confidential fact find is a document used to gather sensitive and private information about an individual or entity.

Who is required to file confidential fact find?

Certain individuals or entities, such as financial institutions or government agencies, may be required to file a confidential fact find.

How to fill out confidential fact find?

To fill out a confidential fact find, you must provide accurate and detailed information as requested on the form.

What is the purpose of confidential fact find?

The purpose of a confidential fact find is to collect important information for regulatory or compliance purposes.

What information must be reported on confidential fact find?

Typically, confidential fact finds require information such as personal details, financial information, and contact information.

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