Fact Find Template

Created for financial planners as a way to cut down on the amount of time that they spend collecting client information in their first appointment.

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Created for financial planners as a way to cut down on the amount of time that they spend collecting client information in their first appointment. The current process often involves advisers asking personal financial questions for 30 minutes or some advisers send an electronic fact find form for clients to fill in but most don’t complete the form due to the length or potentially due to adding personal financial information.

This form collects less personal information on a client’s financial situation (basic asset information rather than assets + values) and the information can be connected to document automation software to pre-populate data collection forms.

Fact Find Template Sample