Know Your Client - Fact Find
First Name
Email
Date of insurance presentation
Occupation
Date Of Birth
Marital Status
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Married
Single
Defacto
Dependant Family Members
Approx Current Income
Approx Superannuation Balance
Insurance Provider
Life Amount Recommended
Life - Amount Client Requested
TPD - Amount Recommended
TPD - Amount Client Requested
IP - Amount Recommended
IP Amount Client Requested
Life Recommended Premiums
Life Requested Premiums
TPD Recommended Premiums
TPD Requested Premiums
IP Recommended Premiums
IP Requested Premiums
Premium Type
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Stepped
Level
Optimum
Additional Benefits Gained
Additional Benefits Lost
Existing Insurance Costs
New Insurance Costs
Date Insurance Submitted
Insurance Policy Number