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Page 1 of 5Manual Fact Find Date of Assessment: Introducer Details Introducer Name: Asia Capital Partners Pty Ltd Email: toong@asiacapitalpartners.com.au Australian Credit Representative Number: Australian
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How to fill out manual fact find
How to fill out manual fact find
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Gather personal information: Name, address, and contact details.
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What is manual fact find?
A manual fact find is a comprehensive document used to gather information about an individual's financial situation, goals, and needs, typically for financial planning or advisory purposes.
Who is required to file manual fact find?
Individuals seeking financial advice or planning services, as well as professionals providing financial services, are typically required to file a manual fact find.
How to fill out manual fact find?
To fill out a manual fact find, individuals should provide accurate information regarding their personal details, financial status, investment preferences, and future goals in each specified section of the document.
What is the purpose of manual fact find?
The purpose of a manual fact find is to collect essential information to help financial advisors understand their clients' needs and create tailored financial plans.
What information must be reported on manual fact find?
Information to be reported typically includes personal identification details, income, expenses, assets, liabilities, investment objectives, and risk tolerance.
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