Fact Find General

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  • Personal Information
  • Employment and Income
  • Financial Details

Client 1

Sex

Have you lived here for more than 3 years?

Resident in the UK?

Good Health?

Do you smoke?

Have you made a will?

Client 2 (if applicaple)

Sex

Have you lived here for more than 3 years?

Resident in the UK

Good Health?

Do you smoke?

Have you made a will?

Employment (Client 1)

Employment (Client 2)

Self employed (please only answer if relevant)

Monthly Expenditure (per month)

All current mortgages (if applicable)

Other Credit arrangements

Financial History

Have you ever been made bankrupt?

Have you had any CCJs/ Defaults?

Have you got an Arrears?

Have you ever had a repossesion?

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