Mini Fact Find

A client discovery form that is useful when meeting potential clients to collect a broad overview of their current financial and lifestyle position.

This form can also be used to collect updated client information at an annual review or ad-hoc client meeting.

This template is available for download in the following formats:

• editable PDF, and
• automated Word document.

If you would like to customise this form please contact us and we’d be happy to help!