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Insights & Intelligence

Interviewing is one of the most important investigation skills. Poor interviews can contaminate evidence, create disputes and weaken findings.

Effective interviews start with preparation. The investigator should understand the allegation, evidence, chronology and purpose of the interview.

Questions should generally move from open-ended to more specific. Leading questions should be avoided unless clarification is required.

Statement taking should accurately reflect the witness’s version. The statement should be clear, chronological and signed where appropriate.

Investigators should document who was present, when the interview occurred, what documents were shown and whether the witness had an opportunity to review the statement.

Interviewers must remain objective. The purpose is to establish facts, not to force admissions or confirm assumptions.

Good interviewing and statement taking improves the quality of evidence and supports fair decision-making.

Author: Adrian van Straaten, CFE | IAFCI

Expanded Investigation Guidance

This article has been expanded to provide more practical detail for clients, attorneys, insurers and corporate decision-makers considering investigation support.

Practical Considerations

  • Clarify the allegation, risk or dispute before commencing enquiries.
  • Identify documents, witnesses, systems and records that may contain relevant evidence.
  • Separate verified facts from assumptions, suspicion and opinion.
  • Preserve evidence and maintain a clear chronology.
  • Use intelligence and background enquiries to identify relationships, interests and risk indicators.

Investigation Outcome

The value of a professional investigation lies in producing clear factual findings, identifying unresolved issues and assisting decision-makers or legal teams with practical next steps.