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THE OVERSEAS ASSURANCE CORPORATION LTD SINGAPORE Reg. No. 1920 00003W CARGO FACT FIND FORM Contact Person : Mobile/Office Phone No : Email address : Intermediary Name & Account No (if applicable)

How to fill out fact find form

To fill out a fact find form:

1. Start by gathering all the necessary information for the form. This may include personal details such as name, address, contact information, and date of birth.
2. Provide accurate financial information. This can include details about your income, assets, liabilities, investments, and any debts you may have.
3. Fill in details about your current financial situation. This may include information about your employment, expenses, and any existing insurance or savings you may have.
4. Include information about your financial goals and objectives. This can involve stating your short-term and long-term financial plans, such as saving for retirement, purchasing a home, or funding your children's education.
5. Specify any specific risk tolerance or investment preferences you may have. This can help advisors recommend suitable financial products or strategies based on your preferences.
6. Sign and date the form once you have completed all the required sections.

Who needs a fact find form?

1. Individuals who are seeking financial advice or planning services often need to fill out a fact find form. This helps financial advisors assess their clients' financial situation, goals, and risk tolerance to provide personalized recommendations.
2. Financial institutions and insurance companies may also require clients to complete a fact find form when applying for certain products or services. This ensures that the institution has a thorough understanding of the client's financial circumstances before making any recommendations or offering specific products.
3. Individuals who are preparing for a major life event, such as retirement or starting a business, may find a fact find form useful. It can help them organize their financial information, set goals, and determine the necessary steps to achieve them.

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What is fact find form?

A fact find form is a document used to gather detailed information from clients or customers, typically in financial planning, insurance, or lending contexts.

Who is required to file fact find form?

Individuals or businesses seeking financial advice, loans, or insurance products are often required to fill out a fact find form.

How to fill out fact find form?

To fill out a fact find form, gather relevant personal, financial, and investment information and complete the form according to the provided instructions, ensuring accuracy and completeness.

What is the purpose of fact find form?

The purpose of a fact find form is to collect necessary information to assess a client's needs, goals, and financial situation to offer personalized advice or services.

What information must be reported on fact find form?

Information typically reported on a fact find form includes personal details (name, address, etc.), financial status (income, expenses, assets, liabilities), and specific goals or needs.