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:

  • 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

Compliance Topics
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