How can I print a Corporate Fact Find?

This document show you how to print a Corporate Fact find. This may be to take with you for an initial meeting, or as a discussion document during a review.

Click on Fact find on the left hand side and locate your corporate client using the Find record option on the top right hand side of your screen. Click on Fact find on the left hand side of your screen. If a fact find has previously been created for your client then you will be taken to this area of the system. If not then you will be asked to confirm that you wish to create a Fact find.

You will notice that the choices in the middle of the screen fall in two main categories – Data entry or Printable. Under the Printables section click on Corporate planning fact find (Employee benefits) to access the printable fact find.

Click on the Print option at the top of your screen and confirm that you wish to print the Fact Find. Select your printer and click OK to print the document. Once this has been completed click on Return at the top of your screen to return to the data input area of CCD.