Client Fact Find - Basic Details

Client Fact Find - Basic Details
Name*

First NameMiddle NameLast Name
Work/preferred Email*
Alternate Email
Contact No.*
Date of Birth*

DayMonthYear
Gender*

MaleFemaleOther
Smoker?*

YesNo
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
How many dependants do you have?*
Child 1

First NameLast Name
Child 1 D.O.B.

DayMonthYear
Child 2

First NameLast Name
Child 2 D.O.B.

DayMonthYear
Child 3

First NameLast Name
Child 3 D.O.B.

DayMonthYear
Child 4

First NameLast Name
Child 4 D.O.B.

DayMonthYear
Please provide details of your children's names & D.O.B.
What areas are you seeking advice in?*

Investment &/or superannuationInsuranceDebt managementCashflowFinancial modelling / strategic adviceNone of these
Have you conducted an initial planning meeting (I.e. working through discussion on situation, goals/objectives and strategy)?*

YesNo
Employment Information
If not working, please leave this section blank or outline details in 'Other employment notes'. If already provided as part of initial planning meeting, please also leave blank.
Primary Occupation
Hours per week worked
Emplyment type
Base income
Bonuses, commissions & extras
Other employment notes
Basic Financials

Please ignore if already provided as part of initial planning meeting.
Lifestyle Expenses
Please tick if you own any of the following assets

Family homeShare & managed fund investmentsInvestment property(ies)Cash & DepositsSuperannuationOther (i.e. personal business)N/A
What is the value of your family home?
What is the value of your mortgage?
What is the approximate value of share & managed fund investments?
What is the approximate value of the margin/investment loan attahed to portfolio investments (if applicable)?
What is the value of your investment propterty holdings?
What is the value of investment property debts?
What is the value of cash & deposits?
What is the value of your superannuation balance
Please outline general information around other assets
Existing Insurance

Please feel free to data dump statements in subsequent emails or ignore if not reviewing this information.
Please tick which personal insurances you have (incl. super)

Income ProtectionLifeTPDTrauma
Income protection policy number (if known)
IP benefit amount (per month)
Life policy number (if known)
Life benefit amount
TPD policy number (if known)
TPD benefit amount
Trauma policy number (if known)
Trauma (critical illness) benefit amount
Any other insurance information?
Partner Information
Is there another advice seeking party (spouse etc.)?

YesNoOther
Partner or advice seekers name

First NameLast Name
Are they seeking advice as well?

YesNoUnsure
Partner's email
We will email your partner a reduced data collection form seperately. If you would like to complete this on their behalf, please insert your email in the above "Partner'e email" field

	Very experienced	Experienced	Somewhat experienced	Unsure	No experience
Cash & deposits
Fixed interest (bonds)
Stocks (direct equities)
Property
Managed funds
Exchange traded funds (ETFs)
Separately managed accounts (SMAs)
Long / short trading strategies
Hedging

Client Fact Find - Basic Details

Employment Information

Basic Financials

Existing Insurance

Partner Information

Goals and objectives

Risk Profiling