Factfind

FINANCIAL OBJECTIVES
Self
Partner
(please select any item you are interested in discussing further)
Provision for Retirement
Inheritance Tax Planning
Lump Sum Investments
Annuities
Investment for Income
Investment for Growth
Investment for Children
Regular Saving
Other
PERSONAL DETAILS Self Partner
Title
Surname
Forenames
Marital Status
Smoker
Sex
Are you in good health
UK Resident for Tax
Date of Birth
dd mm yyyy
dd mm yyyy
Address

Address 1

Address 1
Address 2 Address 2
Address 3 Address 3
Address 4 Address 4
Telephone Home
Telephone Work
Email Address
CAPITAL - please enter all figures without punctuation
Self
Partner
Principal Residence £ £ do not duplicate if shared
Contents / Valuables / Cars £ £ do not duplicate if shared
Other Properties £ £ do not duplicate if shared
Gilt's £ £
Shares £ £
Unit Trusts £ £
ISAís £ £
PEPís £ £
TESSAís £ £
Bank, Building Society Accounts £ £ do not duplicate if shared
National Savings £ £ do not duplicate if shared
Investment Bonds £ £
Other Assets £ £ do not duplicate if shared
Misc. £ £ do not duplicate if shared
Total £ £
LIFE ASSURANCE
Self
Partner
Do you have Life Assurance
Sum Assured £ £
End Date dd mm yyyy dd mm yyyy
Premium £ £
Which Company is it with
Type
Other
Is it in Trust
Do you have a will
PENSION PROVISION Self Partner
Are you paying into a pension
How much do you contribute £ or
%
£ or
%
What age do you intend to retire
Do you have preserved benefits
If yes, please provide details below
FINANCIAL DEPENDENT'S Self Partner
Name Relationship Date of Birth
dd mm yyyy
dd mm yyyy
dd mm yyyy
dd mm yyyy
INCOME / OUTGOINGS Self Partner
Income per month    
Occupation (Job Title)
Employers Name
Employment Status
Salary/ Pension Income £ £
Dividend Income £ £
Bank / B. Society Income £ £
Rental Income £ £
Trust Income £ £
Total Annual Income £ £
Highest rate of tax payable
Outgoings per month Self Partner
Mortgage / Rent £ £
Household Expenses £ £
Insurance's / Pension £ £
Cars £ £
Food / Clothing £ £
HP / Loans £ £
Miscellaneous £ £
Total Outgoings £ £
LIABILITIES Self Partner
Mortgage    
Amount Outstanding £ £
Start Date mm yyyy mm yyyy
End Date mm yyyy mm yyyy
Type
Other (please state)

Other (please state)
Lender
Monthly Mortgage Payment £ £
Other Loans
Please give details

Please give details
ATTITUDE TO RISK
To assist us in understanding your attitude to the future investment of your money please refer to the guide below. Please remember to take into account both flexibility and access. Where you have a different attitude for different types of investment please give details, e.g. you may have a more adventurous attitude to a lump sum investment than for your retirement planning.
  Risk Factor           Investment
A Cautious investment will usually be deposit based and is designed to provide a rate of growth with little or no risk to capital. Because of this the potential return on your investment may be limited. However inflation could cause the value of your investment to decrease in real terms.
1 --------------- Bank Current Account
2 --------------- National Savings
3 --------------- Deposit funds / Tessa
A Balanced investment will usually be asset backed and may include a spread of investments to reduce the overall level of risk. In the short term it is likely the value of such investment will fluctuate. Historically, over the longer term i.e. 5 years + the return from Balanced investments has been greater than that for gained from cautious investments.
4 --------------- Managed / With Profit Funds
5 --------------- Specialist Insurance Funds
                              Unit Trust ISAís
An Adventurous investment is usually asset- backed and invested in a restricted portfolio of stocks and shares. The potential rewards are higher than those gained from Balanced investments but there may be a high potential risk to capital.
6 --------------- Specialist Unit Trusts
7 --------------- Direct equities
8 --------------- Commodity Futures
Attitude to Risk Self Partner
Short term ( -5 years)
Medium term ( 5 to 10 years)
Long term (above 10 years)
Your Investment objective is to Seek Capital Growth
Provide Income
Capital Growth & Income
 
Have you used this yearís ISA allowance
Maxi or Mini

Maxi or Mini
Other Information
Please set out below any other information which you feel may be relevant, or any information that you were unable to fit in any of the boxes above

 

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