What is C-Fact Finder Express

As the name suggest, C-Fact Finder Express is a key focus mini fact finder that captures the initial data to create a client and ready the client data for advice.

The first item is creating a client within Express, this is now easier than ever with a simple click to confirm process.

Example:

Enter name, mobile number, email and create and enter a Username.

If you are not the current servicing adviser within your office, select the adviser from the drop down list. Note: The option of Servicing Adviser is only reflective of your office and not external advisers.

 

Now you have the basic information to complete your fact finder express.