3 – Gathering Supplementary Information

Financial Management & Advice Process

3. Gathering Supplementary Information

Our Client Administration Officer will start the process of contacting the relevant institutions and professionals to request current details of your investments, risk insurance policies and other relevant financial information. This may include trust deeds, shareholder agreements, company constitutions, tax returns, financial statements, loan contracts, wills and relevant 3rd party advice.

This is a very important step of the advice process as it provides important information about:

  • Corporate and tax structures
  • Current account balances for all retail investments
  • Latest valuations of any properties you may own
  • Detailed information regarding your various risk insurance policies
  • Details of the types of bank accounts and loan facilities currently in place and their terms and balances
  • Confirmation of your current tax position
  • Current estate planning

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