Can I send the updated Mini Fact Find Questionnaire to Existing Clients?

Can I send the updated Mini Fact Find Questionnaire to Existing Clients?

Yes, you may send the updated Mini-Fact Find Questionnaire to clients who previously completed an earlier version. The updated MFF questionnaire may include new questions about basic health, retirement, and estate planning to ensure your client information stays current.

What to Keep in Mind:
1. When a client completes the new questionnaire, their previous answers will be replaced in the system.
2. Any fields left blank in the new questionnaire won't be included in the Mini-Fact Find report.

Encouraging Complete Responses:
We recommend advising your clients to try their best to answer all applicable fields in the new questionnaire, even if they answered similar questions in the previous version. This ensures your records are up-to-date and provide the most accurate picture of their current situation.

Click here to learn more about the Enhanced Mini Fact Find Questionnaire.

If you have any further questions about the Mini-Fact Find Questionnaire or how to best utilize it with your clients, please don't hesitate to reach out to our support team at support@advicerevolution.com.au. We're always happy to help!

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