Template:UK Fact Finder List

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Fact Finders

Choose the Fact Finder that's appropriate for the service level you are providing to your client.

Fact Finders

Investment Management – Use this version of the Fact Finder when you are planning on doing a Investment Management plan like for example the Investment Policay Statement.

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Life Planning– User this version of the Fact Finder when you are doing a full Life Financial Plan like for example the Personal Financial Strategy.

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Finametrica

FinaMetrica Risk Profile

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