Where are the Basic Facts found?

Where are the Basic Facts found?

• A. In the Investment section
• B. In the Planning Library
• C. Under Facts
• D. In the Reports tab

Answer: (C)

Basic Facts are the foundational client profile data used across the planning process. They include information like names, ages, contact details, household composition, and other essential details that every plan relies on. In this system, that core data is stored under the Facts area, so you can quickly view and update it without mixing it with asset data or planning results. The Investments section holds asset and holding details, the Planning Library stores templates and scenarios, and the Reports tab compiles and presents results. Keeping Basic Facts under Facts ensures consistent, central access to the core client information, making this the correct place to find them.