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Confidential Corporate Client Fact find Gallant Independent Ltd Belmont House Station Way Crawley West Sussex RH10 1JA Telephone: 01293 575158 Client Names: Adviser Name: Financial Services & Markets

How to fill out factfind

How to fill out a factfind:

1. Start by gathering all the necessary information: Before beginning to fill out the factfind form, make sure you have all the relevant documents and information at hand. This may include personal details such as name, address, date of birth, as well as financial information like income, assets, and liabilities.
2. Assess the purpose of the factfind: Understand why you are filling out the factfind form. It could be for financial planning purposes, insurance applications, or investment advice. Having a clear understanding of the purpose will help you gather the right information and provide accurate details.
3. Begin with personal information: Typically, factfind forms will start with personal details. Fill in your full name, contact information, date of birth, and any other required personal information. This section helps establish your identity and provide a basic profile.
4. Provide financial information: This is a crucial aspect of the factfind. It may require you to disclose your current income, expenses, assets, and liabilities. Be prepared to provide exact figures or estimates where necessary. It is important to be thorough and accurate as this information will be used to assess your financial situation.
5. Consider your goals and objectives: Some factfind forms may also have sections dedicated to understanding your financial goals or objectives. Take the time to outline any specific goals you may have, such as saving for retirement, buying a house, or funding your children's education. This will help align the advice or recommendations to your unique needs.
6. Answer risk assessment questions: Depending on the purpose of the factfind, there may be questions related to your risk appetite or tolerance. These questions aim to determine your comfort level with various investment or insurance options. Provide honest answers based on your personal preferences and understanding of risk.
7. Review the completed factfind: Once you have filled out all the sections of the factfind, review the information you have provided. Double-check for any errors or omissions. It's important to ensure the accuracy of the details as it forms the foundation for any financial planning or advice.

Who needs a factfind?

1. Individuals seeking financial advice: Anyone looking for professional financial guidance or advice can benefit from completing a factfind. This can include individuals planning for retirement, saving for specific goals, or wanting to assess their overall financial health.
2. Insurance applicants: When applying for insurance policies, especially life insurance, completing a factfind may be required. Insurers use this information to assess risk and determine premiums and coverage options.
3. Investors: Individuals interested in making investments, whether in stocks, mutual funds, or other financial instruments, may need to complete a factfind. This helps financial advisors or brokers understand the investor's financial situation, risk profile, and investment goals.

Note: The specific need for a factfind may vary depending on the jurisdiction, financial institution, or professional providing the service. It is always recommended to consult with a qualified financial advisor or planner to determine whether filling out a factfind is necessary for your specific situation.

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What is fact find?

Factfind is a document used to gather information about a client's financial situation, goals, and risk tolerance.

Who is required to file factfind?

Financial advisors and planners are typically required to file factfind for their clients.

How to fill out factfind?

Factfind is usually filled out by the client with assistance from the financial advisor or planner.

What is the purpose of factfind?

The purpose of factfind is to help the advisor or planner better understand the client's financial needs and goals in order to provide appropriate recommendations.

What information must be reported on factfind?

Information such as income, expenses, assets, liabilities, investment goals, and risk tolerance must be reported on factfind.