fact findn.
/ˈfak(t) ˌfʌɪnd/, U.S. /ˈfæk(t) ˌfaɪnd/ Chiefly Business and Finance.
An instance of discovering or establishing the facts of a matter, esp. with regard to a person's financial situation. Hence: a form used to gather such information.
ΚΠ
1988 Guardian 18 June 27/2 It was only half-way through the subsequent interview with the said ‘insurance man’—after he had completed a fact-find, and begun working out figures—that he started to refer to our pensions and our policies.
1994 Money Managem. Nov. 64/3 Friends Provident..already adopts the FSA approach even though there is no requirement to do so, and carries out a full factfind.
1996 E. Baker Driving Instructor's Guide to Effective Selling Skills 67 You need this information long before you get to the sale and the best way of obtaining it is through an extended fact find.
2007 Financial Advisor (Nexis) 15 Feb. One of the burdens that advisers have had to contend with over the years is filling in forms, such as factfinds, which some see as unnecessary bureaucracy.
This is a new entry (OED Third Edition, September 2014; most recently modified version published online March 2022).
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n.1988