FACTFIND QUESTIONNAIRE

Please fill out the following questionnaire below.

1st Person

Full Name *

Phone *

Email *

Address

Date of birth

What is your marital status ?

2nd Person

Full Name

Phone

Date of birth

Age of Children

Child 1
Child 2
Child 3
Child 4
Child 5

Childminding Costs per month:

Average Maintenance Costs per month:

Employment + Income Details

What is your employment status?

Occupation/Job Title:

1st Person
2nd Person

Name of Company/Place of work:

1st Person
2nd Person

Contract Type

Years of Service with this employment:

1st Person
2nd Person

Current Gross Annual Salary

1st Person
2nd Person

Other Self Employed Incomes

1st Person
2nd Person

Are you in receipt of Children's allowance ?

Comments/Questions

Property Details

Please insert details of any properties that you or your partner owns (if any);

Property 1

Market Value
Mortgage Remaining
Monthly Repayments
Mortgage Lender
Rental Income

Property 2

Market Value
Mortgage Remaining
Monthly Repayments
Mortgage Lender
Rental Income

Property 3

Market Value
Mortgage Remaining
Monthly Repayments
Mortgage Lender
Rental Income

Savings/Investments

1st Person

Savings Plan 1 (1st Person)

Current Value
Monthly Contribution
Investment Provider

Savings Plan 2 (1st Person)

Current Value
Monthly Contribution
Investment Provider

Savings Plan 3 (1st Person)

Current Value
Monthly Contribution
Investment Provider

2nd Person

Savings Plan 1 (2nd Person)

Current Value
Monthly Contribution
Investment Provider

Savings Plan 2 (2nd Person)

Current Value
Monthly Contribution
Investment Provider

Savings Plan 3 (2nd Person)

Current Value
Monthly Contribution
Investment Provider

If applying for a mortgage, is it a possibility that you may receive a gift from a close relative? If so please give details

Gift type

Gift Value

Any Comments

Pension Details

Please give details or any current or previous pensions that you/partner may have

1st Person

Current Pension (1st Person)

Current Value
Monthly Contribution
Investment Provider

Current AVC (1st Person)

Current Value
Monthly Contribution
Investment Provider

Previous Pension (1st Person)

Current Value
Monthly Contribution
Financial Institute

Previous AVC (1st Person)

Current Value
Monthly Contribution
Investment Provider

2nd Person

Current Pension (2nd Person)

Current Value
Monthly Contribution
Investment Provider

Current AVC (2nd Person)

Current Value
Monthly Contribution
Investment Provider

Previous pension (2nd Person)

Current Value
Monthly Contribution
Investment Provider

Previous AVC (2nd Person)

Current Value
Monthly Contribution
Investment Provider

Questions or comments

Loans/Credit Cards

Please insert details of any loans or credit cards that you may have

1st Person

Loan 1 (1st Person)

Current Balance
Monthly Repayments
Investment Provider

Loan 2 (1st Person)

Current Balance
Monthly Repayments
Investment Provider

Loan 3 (1st Person)

Current Balance
Monthly Repayments
Investment Provider

Loan 4 (1st Person)

Current Balance
Monthly Repayments
Investment Provider

2nd Person

Loan 1 (2nd Person)

Current Balance
Monthly Repayments
Investment Provider

Loan 2 (2nd Person)

Current Balance
Monthly Repayments
Investment Provider

Loan 3 (2nd Person)

Current Balance
Monthly Repayments
Investment Provider

Loan 4 (2nd Person)

Current Balance
Monthly Repayments
Investment Provider

Over the past 5 years, have you ever missed any monthly loan repayments ?