Fact Find Questionnaire - IMPORTANT INFORMATION
IMPORTANT - PLEASE READ THIS BEFORE COMPLETING THE FINANCIAL PLANNING FACT FIND QUESTIONNAIRE
The Fact Find Questionnaire is vital to a successful Financial Planning Experience.
The information that you provide in the questionnaire is the basis of the recommendations that we will make to you. To the extent that you do not provide us with information or you wish to have your advice restricted to a particular issue or issues, then this will determine how complete our advice is. Further, if you provide incomplete or inaccurate information, the advice we give you may not be appropriate.
If you elect to receive advice on a limited range of issues, please be aware that you will need to consider the impact of our advice on your other financial and personal affairs not addressed prior to proceeding to implementation of our advice.
IMPORTANT STATEMENT REGARDING PRIVACY
Arc Financial Solutions holds and uses personal information for the purposes of providing advice to you as a client.
As part of the Financial Planning process, including implementation of recommendations and ongoing review of your circumstances (as may be required by you) your personal information may be transferred or handled by fund managers, insurers, government regulatory bodies, legal and other professional advisers and other business support services.
By completing the Fact Find Questionnaire and/or providing other details to your Financial Planner, you consent to ARC Financial Solutions collecting, holding, using and disclosing your personal information for the above purposes.
You may view your file at any time on request to the Privacy Officer.