C.06 Compliance - Assets

June 25, 2018

Fact Find - Assets

 

Asset needs to be entered correctly and can be added by clicking on the ADD ASSET Button on the top right hand corner.

 As a general rule every client will have as a minimum:

  • Bank Account

  • Home Contents

  • Super

HINT - Assets should be completed prior to adding Liabilities and Security. 
These fields sometimes reference the asset linked to them


 

 

 

 

 

 

 

 

 

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