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This document is designed to gather essential information for landlords seeking insurance coverage. It includes sections for property details, insurance history, and specific questions to determine coverage needs and risks associated with the property.
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How to fill out fact find
How to fill out fact find
01
Gather basic personal information such as name, address, and contact details.
02
Collect financial details including income, expenses, assets, and liabilities.
03
Ask about the client's financial goals and objectives.
04
Inquire about any existing investments or insurance policies.
05
Review any relevant family or dependents' information.
06
Ensure all sections of the fact find are completed accurately.
07
Confirm the information with the client for accuracy.
08
File the fact find securely for future reference.
Who needs fact find?
01
Individuals seeking financial advice or planning.
02
Financial advisors needing to gather client information.
03
Banks or investment firms conducting due diligence.
04
Insurance agents evaluating coverage for clients.
05
Anyone preparing for retirement or estate planning.
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What is fact find?
A fact find is a process used to gather information and assess the financial situation of a client to provide suitable advice or services.
Who is required to file fact find?
Financial advisors, planners, and institutions that provide financial advice or investment services are typically required to file fact finds.
How to fill out fact find?
To fill out a fact find, clients must provide accurate information regarding their financial status, including income, expenses, assets, liabilities, and investment goals.
What is the purpose of fact find?
The purpose of a fact find is to collect necessary information to analyze a client's financial situation and develop a tailored financial plan.
What information must be reported on fact find?
Information that must be reported on a fact find includes personal details, financial details such as income, expenditure, savings, investments, debts, and future financial goals.
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