Get the free Fact Find for New clients - HC Financial
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Fact Find for New clients Dated: For Office Use Only: Client Name: Client ID No.: Executive: Sign off: CRM Update: Relationship Link Review Month: Terms of Business Signed & Dated: Data Consent Communication
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How to fill out fact find for new
How to fill out fact find for new
01
To fill out a fact find for a new client, follow these steps:
02
Start by gathering the client's personal information, such as their name, age, and contact details.
03
Ask about the client's financial goals and objectives to understand their investment needs.
04
Inquire about their current financial situation, including income, expenses, assets, and liabilities.
05
Collect information about the client's risk tolerance and investment preferences.
06
Assess any existing investments or insurance policies the client may have.
07
Discuss the client's time horizon for investments and any specific deadlines or milestones.
08
Capture any additional information that may be relevant to the client's financial situation.
09
Review the information provided with the client and make any necessary amendments or clarifications.
10
Ensure all sections of the fact find are completed accurately and comprehensively.
11
Keep a copy of the fact find for reference and share a copy with the client for their records.
Who needs fact find for new?
01
Fact find for new is needed by financial advisors, wealth managers, and investment planners to gather detailed information about a new client's financial situation, goals, and risk tolerance.
02
It helps these professionals assess the client's needs and develop appropriate investment strategies or financial plans.
03
The fact find also serves as a record of the client's information, allowing for ongoing review and updates as their financial situation evolves.
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