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Private and ConfidentialClient One:Client Two:Adviser:Date Completed:My advice is based on the information contained within this document. Unanswered questions or blank responses
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How to fill out intelliflo fact find
How to fill out intelliflo fact find
01
Log in to your Intelliflo account.
02
Locate the Fact Find section within the platform.
03
Begin entering personal and financial information as prompted.
04
Ensure all fields are accurately completed to provide a comprehensive picture of your financial situation.
05
Review and confirm the information entered before submitting the fact find form.
Who needs intelliflo fact find?
01
Financial advisors and planners who are looking to gather detailed information about their clients' financial situation and goals.
02
Individuals who are working with a financial advisor and are required to provide comprehensive information for financial planning purposes.
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What is intelliflo fact find?
Intelliflo Fact Find is a digital tool designed for financial advisors to collect and manage client information and financial data more efficiently.
Who is required to file intelliflo fact find?
Financial advisors and their clients are required to complete and file the Intelliflo Fact Find to gather relevant financial information.
How to fill out intelliflo fact find?
To fill out the Intelliflo Fact Find, users should access the platform, input required personal and financial information, and submit the completed form according to the guidelines provided.
What is the purpose of intelliflo fact find?
The purpose of the Intelliflo Fact Find is to ensure comprehensive data collection for financial planning, allowing advisors to understand their clients' financial needs and goals.
What information must be reported on intelliflo fact find?
Essential information includes personal details, financial circumstances, investments, liabilities, and future financial goals.
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