Task 17 ― Completing the fact find
Task 17: Question 1
From the information in Case Study 1 for Jennifer and Philip Brown, complete the following tasks.
(a) Using the client information collection tool/fact finder below, complete:
(i) assets and liabilities
(ii) needs analysis
(iii) credit representative notes
(iv) anticipated fees and charges
(v) funds to complete.
Client information collection tool/Fact finder
For the client information collections tool/fact finder tasks, you will need to calculate government fees and charges as well as LMI where applicable.
For this assignment, Genworth is your lender’s LMI provider. Please use the Genworth LMI calculator for all LMI calculations. There are links provided in the Toolbox to help you calculate the applicable fees and charges.
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