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FACT FIND Introduction

On the following pages are a series of forms. The questions raised will help you to assess your financial position. The answers will form the basis on which you, and your financial adviser, can draw up a financial plan which will be suitable for you and your dependants.

Print the forms you require, and complete to help you to assess your financial position.

Financial Objectives Attitude to Risk Personal Details Children & Other Dependants Professional Advisers Employment Details

Estate Planning Income Expenditure Assets Employee Benefits Trusts Liabilities

DO NOT complete the forms on-line.

REMEMBER You should not use any information contained on this page as the basis of any action until you have discussed matters with your financial adviser.