The applicable and
necessary forms below must only be used when instructed by our
advisers so as to ensure the correct documentation is used.
- When completing the forms please be sure
to save them so as to keep them for your own records.
- Please return the forms to us via the email
given to you by our advisors, or alternatively print them
and hand them to us in person.
- The forms below are in word format (.doc),
if you are unable to access them please be sure to download
Microsft Word View by clicking on the image below:
PERSONAL FINANCIAL QUESTIONNAIRES
CLIENT DETAILS
01
Client Verification of Identity
02
Core FF
03
Detailed Breakdown of Outgoings
04
Discontinued Plans
05
Notes
EXISTING PLANS & POLICIES
06
Existing Protection Plans - EP1
07
Existing Retirement Plans - EP2
08
Existing Investments - EP3
09
Existing Savings - EP4
10
Protection in the event of death - SQ1a
11
Protection in the event of sickness or disability - SQ1b
12
Personal Retirement Planning - SQ2A
13
Personal Retirement Planning - Pension Transfers - SQ2B
14
Personal Retirement Planning - Pension Options at Retirement
- SQ2C
15
Lump Sum Investments - SQ3
16
Saving Regularly - SQ4
17
Mortgage Provision - SQ5A
18
New/Re-mortgage or Further Advance - SQ5B
19
School/University fees savings objective - SQ6
20
Inheritance Tax Planning - SQ7
21 Long Term Care - SQ8
22 Trustee Factfind
CORPORATE FINANCIAL QUESTIONNAIRES
CLIENT DETAILS
23
Corporate Core FF
24
Corporate Discontinued Plan
25
Corporate Notes
26
Employee List
EXISTING PLANS & POLICIES
27
Existing Protection Plans - CEP1
28
Existing Retirement Plans - CEP2
29
Existing Investments - CEP3
30
Business Protection - CSQ1
31
Directors, Shareholder & Key Persons Protection - CSQ2A
32
Directors, Shareholder & Key Persons Retirement Plans -
CSQ2B
33
Employee Protection - CSQ3A
34
Employee Retirement Plans - CSQ3B
35
Investments - CSQ4
36
Mortgage & Loans - CSQ5
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