{"id":8671,"date":"2021-10-20T09:27:45","date_gmt":"2021-10-20T08:27:45","guid":{"rendered":"https:\/\/wordpress-638995-2240450.cloudwaysapps.com\/?page_id=8671"},"modified":"2022-05-26T13:07:08","modified_gmt":"2022-05-26T12:07:08","slug":"existing-client-fact-find","status":"publish","type":"page","link":"https:\/\/cliffordosborne.co.uk\/existing-client-fact-find\/","title":{"rendered":"Existing Client Fact Find"},"content":{"rendered":"

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Existing Client Fact Find<\/h1><\/h1><\/div>
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Please note that information on this page relates to existing clients of Clifford Osborne.\u00a0 If you are a new client or have not previously completed a Client Fact Find, please visit this page – Fact Find for New Clients<\/a>.<\/strong><\/p>\n<\/div>

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In advance of your review meeting with Paul Clifford, we require you to fully complete both parts of our fact find<\/span> – see below and click on the link for Part 1. After completing Part 1, you will be redirected automatically to the second part. You can also return to this page and use the link below to access Part 2.<\/strong><\/p>\n

The process of reviewing and updating of both personal and financial data at least annually is a Financial Conduct Authority requirement \u201cunder the know your client rules and best practice\u201d. The information you enter is not passed to any third party and is for the sole use of Clifford Osborne and remains strictly confidential.<\/p>\n

You need to complete both parts of the form:<\/strong><\/p>\n