There are going to be occasions when you need to view, retrieve or PDF an existing fact find and either print this fact find off or print a blank fact find.
To locate an existing fact find, navigate from the front page of CCD to Fact find, locate the relevant client then click on Fact find from the left hand side.
You will find yourself in the following layout.
If you wish to view the fact find, select the bottom tab entitled Print Options.
To view the fact find, click on the View full financial planning fact find button. You have the option to use the Next and Return buttons to navigate sequentially through the fact find or you can use the View navigation menu to jump directly to a specific section of the fact find.