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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

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Gather personal information: Name, address, and contact details.
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Collect financial details: Income, expenses, assets, and liabilities.
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Record employment information: Current job title, employer details, and length of employment.
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Assess client goals: Understand their financial objectives and timelines.
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Identify existing financial products: Document current investments, insurance, and other financial instruments.
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Review any legal documents: Check for wills, trusts, or power of attorney that may impact financial planning.
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Ensure accuracy: Double-check all information provided for correctness.
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Obtain signatures: Have the client sign where necessary to confirm the information.

Who needs manual fact find?

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Individuals seeking financial advice or planning for future goals.
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Clients undergoing major life changes such as marriage, divorce, or retirement.
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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.
Individuals seeking financial advice or planning services, as well as professionals providing financial services, are typically required to file a 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.
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.
Information to be reported typically includes personal identification details, income, expenses, assets, liabilities, investment objectives, and risk tolerance.
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