Fact Find Questionnaire

Street Address

Street Address Line 2

CityState

Post Code

Street Address

Street Address Line 2

CityState

Post Code

1 star being no understanding and 5 stars being an in-depth understanding.

Less than 1010 to 2020 to 30More than 30

Yes, I follow a strict budgetYes, I have some ideaNo, I have no idea

I find it hard to save after I pay my billsI put money aside to save and then usually need to access it laterMy savings account sits at the same level consistentlyMy savings account gradually increase over time

YesNoI'd rather not say

The information provided in this survey is a true reflection of my personal financial situation. I am not aware of any other information that would be relevant to the making of a recommendation by my adviser.I understand where I have chosen not to provide some of my information, that my adviser is obliged to warn me that their advice may be based on incomplete or inaccurate information.I give permission for this information to be retained and used for the preparation of my relevant advice document and in relation to any investments which I hold or may hold. I understand that any advice or recommendations will be based on this information provided in this survey.In accordance with the Electronic Transaction Act (1999), this survey may be electronically stored securley for record-keeping purposes by my adviser.

The information provided in this survey is a true reflection of our personal financial situation. We are not aware of any other information that would be relevant to the making of a recommendation by our adviser.We understand where we have chosen not to provide some of our information, that our adviser is obliged to warn us that their advice may be based on incomplete or inaccurate information.We give permission for this information to be retained and used for the preparation of our relevant advice document and in relation to any investments which we hold or may hold. We understand that any advice or recommendations will be based on this information provided in this survey.In accordance with the Electronic Transaction Act (1999), this survey may be electronically stored securley for record-keeping purposes by our adviser.