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Your Fact-Find
Upload documents where you have them, or just answer the questions directly — whatever's easiest for you.
Upload a document
Not sure what's useful? Any of these help — each one fills in different details automatically:
- • Driver's licence or passport — your name, date of birth, address
- • A recent payslip — your employer and income
- • A bank or loan statement — existing debts and balances
Document checklist
What your broker needs from you, based on your answers. Drag a file onto an item, or tap it to upload.
May be needed later
Your uploaded files
Everything you've sent through, with a link to view each one.
Uploaded the wrong file? Remove it here (until you submit). Anything it already filled in stays — check and correct those details.
Your details so far
This is exactly what we've got — click Edit or Add anywhere to change it.
Your consent & declaration
Each applicant gives their own consent. The ones marked Required are needed before this can be sent to your broker.
Read the Privacy Disclosure Statement
Ready to send this to your broker?
You can keep coming back and editing anything above at any time — submitting just lets your broker know you're ready for them to take a look.
Before you can submit:
✓ Submitted
Your broker has been notified. You can still come back and update anything above — just click Submit again if you make changes.