fact find

a document compiled by an intermediary that details vital facts about an investor's financial circumstances and investment objectives. The intermediary will rely on the information contained in a fact find to make appropriate investment recommendations to the investor (IW)

In other languages:

• dokumenti tal-fatti [MT] - dokument kompilat minn intermedjarju li jagħti dettalji tal-fatti ewlenin dwar iċ-ċirkustanzi finanzjarji u l-objettivi ta' investiment ta' investitur. L-intermedjarju joqgħod fuq informazzjoni li jkun fih dokument tal-fatti biex jagħmel lill-investitur rakkomandazzjonijiet xierqa dwar investiment (IW)
• indaga sui fatti [IT]