I'm curious to hear how everyone else operates when completing the factfind.
I occasionally get a few missing bits of information on factfinds that then require follow ups.
We also get the ever present objectives that seem adviser created such as a co-ordinated investment strategy.
As the advisers at our firm currently complete the factfind with the client. One alternative some use is to get the client to complete, which does obviously involve a bit more paperwork for the client.
I've created two polls to get an idea of how other firms work. Also, if anyone has changed their processes on completing the factfinds, would be great to hear.
- Who initiated it?.
- Were there any particular challenges to bringing in?
- Has anyone got client feedback to either approach?
The polls are:
Who completes the factfind:
When is the factfind issued?
Thanks for completing and any comments.