C.06 Compliance - Assets

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:

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

C.01 Compliance - Premium Broker

C.02 Compliance - Credit Guide

C.03 Compliance - Privacy

C.04 Compliance - Client's Identity

C.05 Compliance - Fact Find

C.06 Compliance - Assets

C.07 Compliance - Liabilities

C.08 Compliance - Living Expenses

C.08 Compliance - Dropbox & OneDrive

C.08 Compliance - BankStatements

C.09 Compliance - Objectives

C.10 Compliance - Exit Plan

C.11 Compliance - Borrowing Capacity

C.12 Compliance - Funding Worksheet

C.13 Compliance - Security

C.14 Compliance - Commission

C.15 Compliance - Referrals

C.16 Compliance - Loan Recommendation