Client Fact Find

The purpose pf this questionnare is to clarify your financial needs and to assist us to advise you in relation to certain financial products, including life assurance, serious illness cover, savings, investments and pensions. However, if you wish to focus on certain financial products, please tick the relevant area:

    About You

    Self

    Partner

    Your Family

    Children

    Date of Birth

    Education details & plans

    Your Job and Income Expenditure


    Assets & Liabilities

    Self

    Partner

    Existing Financial Provision

    Life Assurance cover
    Serious illness / Income insurance
    Savings & Investments
    Pensions Provisions
    Mortgage & Loan details

    Life Assurance cover
    Serious illness / Income insurance
    Savings & Investments
    Pensions Provisions
    Mortgage & Loan details

    Investment Risk: Preference & Capacity

    Experience: Outline your experience of investment products
    Attitude to Risk* Outline your attitude to potential risk of loss of investment
    Importance of capital security*
    IMPORTANT NOTES

    No Risk indicates a security of capital with the likelihood of a small gain.

    Low Risk indicates a security of capital with potential for modest growth.

    Medium Risk indicates a possible loss of some capital in return for good potential growth in the medium term.

    High Risk indicates potential significant loss of capital in return for potential high growth.

    Financial Needs & Objectives

    blanck

    You Have

    You Need

    Shortfall

    Priority

    Mortgage & Loan protection
    Self

    Partner

    Life Cover
    Self

    Partner

    Serious Illness Cover
    Self

    Partner

    Pension
    Self

    Partner

    Regular saving
    Self

    Partner

    Investment
    Self

    Partner

    Agreed Financial Priorities for Immediate Action

    Advice on Mortgage Protection Only

    Other areas (note if relevant)

    Other notes

    Next review date

    It is recommended that an annual review take place to ensure that all of your needs are monitored for changing circumstances. When would suit you for a future review?
    Completed by

    Clients signatures
    Financial Brokers signature

    Partner

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