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Fact Find and Assessment Form ACL License Number: 388850 Suite 210, Level 2, 451 Pitt Street Sydney NSW 2000 Phone: (02) 9282 9299 Fax: (02) 9282 9255 Date: PART 1: DETAILS AND OBJECTIVES BROKER DETAILS

How to fill out fact find and assessment

How to Fill Out a Fact Find and Assessment:

1. Start by gathering all necessary information: Collect personal and financial details, such as name, age, income, assets, debts, expenses, and goals.
2. Organize the information: Create separate sections or categories to organize the collected data, making it easier to analyze and understand.
3. Use a structured form or questionnaire: Many financial institutions provide standardized fact find and assessment forms. Fill out the form accurately and thoroughly, paying attention to every detail.
4. Provide accurate and up-to-date information: Ensure that all the information provided is accurate, as any false or outdated details can lead to incorrect advice or solutions.
5. Seek professional assistance if needed: If you find the fact find and assessment process overwhelming or if you are unsure about certain aspects, consider seeking help from a financial advisor or planner who can guide you through the process.

Who Needs Fact Find and Assessment:

1. Individuals seeking financial planning: Fact find and assessment are crucial for individuals who want to develop and implement a comprehensive financial plan. It helps them understand their current financial situation, set realistic goals, and create a strategy to achieve those goals.
2. Investors: Investors looking to make informed investment decisions should go through a fact find and assessment process. This helps them assess their risk tolerance, investment objectives, and financial capacity, ensuring that their investments align with their overall financial plan.
3. Financial institutions and advisors: Banks, insurance companies, and financial advisors use fact find and assessment to understand their clients' financial needs, develop suitable financial products or strategies, and provide relevant advice.

Overall, anyone who wants a clear understanding of their financial situation, goals, and strategies should go through a fact find and assessment process. It helps individuals and organizations make informed decisions and plan for a secure financial future.

For pdfFiller’s FAQs

What is fact find and assessment?

Fact find and assessment is a process of gathering information about a person's financial situation and assessing their needs and goals for the future.

Who is required to file fact find and assessment?

Any individual or organization that is providing financial advice or services may be required to file a fact find and assessment.

How to fill out fact find and assessment?

Fact find and assessment forms can typically be filled out online or in person with the assistance of a financial advisor.

What is the purpose of fact find and assessment?

The purpose of fact find and assessment is to help financial advisors better understand their clients' financial situation and make appropriate recommendations.

What information must be reported on fact find and assessment?

Information such as income, expenses, assets, debts, and financial goals may need to be reported on fact find and assessment.

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