You are required to make reasonable inquiries about a client's requirements/objectives and their current financial situation.

The majority of this information can be captured and recorded on the Needs Analysis questionnaire generated from Nexus.

For our credit representatives, it is a mandatory requirement that this needs analysis is completed in full in Nexus. The questions and answers are auto-populated on the preliminary assessment as well.

The needs analysis can be generated in the Questionnaires tab on the left-hand side in Nexus.

If you have any questions relating to this topic contact [email protected]