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This comprehensive Client Fact Find form details personal, financial, and insurance information essential for effective financial planning and advice.

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What is client fact find?

A client fact find is a comprehensive document used by financial advisors to gather essential personal and financial information from clients to assess their needs and objectives.

Who is required to file client fact find?

Financial advisors and firms that provide financial services to clients are required to file a client fact find.

How to fill out client fact find?

To fill out a client fact find, one must gather all necessary personal and financial information from the client, usually through a structured questionnaire or interview, and accurately document the responses in the designated sections of the form.

What is the purpose of client fact find?

The purpose of a client fact find is to collect detailed information to understand a client's financial situation, goals, and risk tolerance, which aids in creating tailored financial plans or advice.

What information must be reported on client fact find?

Client fact finds typically require information such as personal details, income, expenses, assets, liabilities, investment preferences, risk appetite, and financial goals.

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