Which items are included in the Basic Facts?

• A. Family & friends: name, DOB, age benchmarks
• B. Investment performance history
• C. Marketing preferences
• D. Loan interest rates

Answer: (A)

Basic Facts are the essential identifying details that set up and personalize the client profile. This typically includes the person’s full name, date of birth, and age benchmarks, which define planning horizons and tailor the plan to the individual. These items establish who the client is and the timeframe for advice, not the client’s investments, marketing preferences, or loan terms. Investment performance history belongs in the Investments area, marketing preferences in the client profile’s marketing/consent settings, and loan interest rates in product or liability details. So the items listed in Basic Facts are the identifying details like name, date of birth, and age benchmarks.