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. A reminder to complete this is listed in the Disclosure Documents tab in Nexus (number 3 in the box).
If you have any questions relating to this topic contact firstname.lastname@example.org