Fact Find: Recording the Fact Find in the View Options

To input a fact find in the print view, click on the PRINT OPTIONS button and View full/short financial planning fact find.

Use the Next and Return button on the ‘View navigation menu’ to work through and input information onto the fact find.  All information, apart from Holdings can be added into the fact find in this way.

Whenever information is added or amended on a fact find, before exiting the FACT FIND module the fact find should be saved as a PDF.  This will create a permanent record of the fact find at a moment in time outside of CCD.   To find out where your PDF’s are stored, navigate to SETUP and TECHNICAL, this will tell you where your PDF store is.