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Personal Financial Summary Financial Services & Market Act 2000 As Independent Financial Advisers, we are required to have a due regard for the best interests of clients when giving financial advice.
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To fill out the PIA Fact Find Form, follow these steps:
02
Start by entering your personal details such as your full name, date of birth, and contact information.
03
Provide information about your current employment status, including your job title, employer name, and annual income.
04
Fill in details about your residential status, including whether you own or rent a property.
05
Specify your financial goals and objectives, including short-term and long-term targets.
06
Provide information about your existing financial products and investments, such as savings accounts, insurance policies, and retirement plans.
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Answer questions about your risk tolerance and investment preferences.
08
Complete the section related to your dependents and beneficiaries, including their names, ages, and relationship to you.
09
Provide details about any debts or liabilities you have, such as mortgages, loans, or credit card balances.
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Finally, review the form for completion and accuracy before submitting it.
Who needs pia fact find form?
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The PIA Fact Find Form is typically required by financial advisors, wealth managers, or financial planners to gather essential information about their clients' financial situation, goals, and preferences. It helps them assess the client's needs and create a personalized financial plan or investment strategy.
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What is pia fact find form?
The pia fact find form is a document used to gather information about a person's personal and financial situation for the purpose of financial planning.
Who is required to file pia fact find form?
Anyone seeking financial planning services may be required to fill out a pia fact find form.
How to fill out pia fact find form?
To fill out a pia fact find form, individuals need to provide accurate and detailed information about their personal and financial circumstances.
What is the purpose of pia fact find form?
The purpose of the pia fact find form is to help financial planners understand their clients' current financial situations, goals, and risk tolerances.
What information must be reported on pia fact find form?
Information such as income, expenses, assets, debts, financial goals, and risk tolerance must be reported on the pia fact find form.
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