Fact Find: Requirements

The final “input” section of the fact find is the ‘Requirements’ section. ‘Requirements’ is the equivalent of ‘Enquiries’ within the Clients module.

As with holdings, requirements that are added in the Fact Find module do not require as much information  as when they are added in the Clients ‘Holdings’ section, therefore this record should be revisited via the Clients ‘Holdings’ section at a later date to complete the full information: