Template Information
New client discovery and best interest duties
Category: general
Template Questions
- Full Name or Entity
- Address
- Date of birth
- mobile
- phone
- Has an FSG been delivered?
- Was the client referred to you?
- Annual household income $
- Job Description and Employer
- Net assets
- Clients situation. Family and lifestyle.
- Clients expectation from todays meeting?
- Investment experience?
- Tax effective advice?
- Health and lifestyle needs?
- Debt planning and management advice?
- Retirement planning?
- Insurance? Life, TPD and Income insurance
- Investment management options?
- Estate planning advice?
- Cash flow and budgeting advice?
- Shares
- Options
- Tax effective structures
- Debt planning and mangement
- Cashflow and budgeting
- Retirement planning
- Health and ageing
- Insurance
- Estate planning
- Other
- Accountant
- Solicitor/lawyer
- Financial planner
- Notes
- I confirm that I have been provided with a Financial Services Guide (FSG) and the documents purpose was explained to me.