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- Unselect the documents you do not wish to order. - If you have completed a Client Fact Find, on the next page a Choose Reference button will appear. - Click on it and a window will appear with your Client Fact Finds. - Any Client Fact Find that has not been returned to your MyOrders page, will not appear. Select the relevant Client Fact Find and it will automatically populate many (BUT NOT ALL) of the fields required in these documents. - Please check that all relevant fields have been completed as you work your way through the documents. Change anything you want to.
Section 1 - introduction to the ClientProfile.
Section 2 of the ClientProfile concerning the client and their immediate family.
Section 3 of the ClientProfile concerns the client's professional advisers.
Section 4 of the ClientProfile concerns the client's insurances.
Section 5 of ClientProfiles concerning the client's superannuation (both SMSF & Public).
Section 6 of the ClientProfile concerns the client's business structures & business.
This section of the ClientProfile concerns real estate that is owned by the client.
Section 7 of the ClientProfile concerns client assets not dealt with elsewhere in ClientProfiles.
Section 8 of the ClientProfile concerns debtors and creditors.
Section 9 of the ClientProfile concerns the executor(s) of the client's estate.
Section 10 of the ClientProfile concerns non family beneficiaries that may appear in the client's will.
Section 11 of the ClientProfile concerns default beneficiaries (also called takers in default).
Section 12 of the ClientProfile concerns beneficiaries that have been provided omitted from the client's Will.
Section 13 of the ClientProfile concerns the client's burial/cremation/organ donation wishes.
Section 14 of the ClientProfile concerns the law that will apply to documents generated via the ClientProfile.