Client Factfinder

Personal Details

Your Details

Your Partners Details

Your Address

Dependent Children

Name
Name


Name
Name

Employment & Earnings

Earnings if self employed

Life Insurance & Critical Illness Cover

First Policy

Second Policy

What income protection insurance do you have

Do you have an insurance policy that pays an income if you left work because you are unable to work because you are sick or you had an accident and you cant go to work? If so, complete the details below.

First Policy

Second Policy

What Personal Pensions or AVC's do you have

You

Your Partner

Are you a member of your employers company pension scheme

What Savings & Investment Plans do you have?

You

Policy Information

Your Partner

Policy Information

What savings and investments do you have

You

Your Partner

Other Assets

You

Your Partner

How much do you owe

Your Borrowing

Your Partners Borrowing

What is your income and expenditure

Your Borrowing

What other income do you have e.g.

Your Partners Borrowing

What other income do you have e.g.

Expenditure

Objectives and Priorities

You

Your Partner

In the event of your death or critical illness would you want your familiy's living standard to be

You

Your Partner

In the event of your death would you want all your debts paid off

You

Your Partner

If you are unable to work becuase of ill-health, accident or injury would you like a continuing income paid to you

You

Your Partner

If you are made redundant would you like a continuing income to meet your mortgage repayments and maintain your lifestyle

You

Your Partner