201105242244030.Client Fact Finder PR web

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201105242244030.Client Fact Finder PR web Powered By Docstoc
					 Congratulations on taking the first step in finding out your Investment
 potential. The idea of the fact Finder here is to take a snapshot of where
 you are currently and where you would like to be in the future. Please
 complete as much information as possible so the strategy we develop for
 you is accurate. Once you have completed the Client Fact Finder please
  email to paulreid@assetz.com.au.

                                                      Personal Details
 Title                                      Dr / Mr / Mrs / Miss / Ms                     Dr / Mr / Mrs / Miss / Ms

 Given Names

 Surname

 DOB                                                  /            /                                   /           /

 Sex                                                  M    /       F                                   M   /       F

 Marital Status                          Single      / Married         / De facto      Single     / Married            / De facto

 Number & Age of Dependents                           ,        ,        ,       ,                  ,           ,       ,       ,
 Previous Name

 Drivers Licence Number

 Residential Status                    Owner / Renting / Mortgaged / Boarding        Owner / Renting / Mortgaged / Boarding

 Residency Status:
 Australian Citizen or                 Yes / No _______________________              Yes / No _______________________
 Permanent Resident

                                                      Address Details


 Current Home Address



 How long have you lived here?                     Years                    Months              Years                      Months


 Current Postal Address




 Previous Home Address


 How long did you live here?                       Years                    Months              Years                      Months
                                                      Contact Details
 Home Phone Number

 Work Phone Number

 Mobile Phone Number

 Email address

                                                  Nearest Relative Details
 Name of Your Nearest Relative

Template – Customer Enquiry Form.doc
 Address of Nearest Relative

 Home Phone Number of
 Nearest Relative


                                                    Occupation Details
 Your Occupation

 Your Employer

 Date you commenced                                    /     /                                  /   /
                                       Fulltime / Part-time / Casual        Fulltime / Part-time / Casual
 Employment Type
                                       Contract / Self                      Contract / Self
 Base Gross Annual Salary
                                       $                                    $
 (before tax)

 Other Income


 Work Address



 Previous Occupation

 Previous Employer

 How long did you work there?                      Years           Months               Years           Months




                                              Personal Assets & Liabilities




Template – Customer Enquiry Form.doc
                               Liabilities                                       Assets

 Mortgage/Loans                     Bal/Limit       Monthly   Land/Buildings
 ____________________$____________ $__________                ____________________________$______________
 ____________________$____________ $__________                ____________________________$______________
 ____________________$____________ $__________                ____________________________$______________
 ____________________$____________ $__________                ____________________________$______________
 (Financier and current Interest Rate)


 Lease/Hire Purchase                 Bal/Limit      Monthly   Motor Vehicles
 ____________________$____________ $__________                ____________________________$______________
 ____________________$____________ $__________                ____________________________$______________
 ____________________$____________ $__________                ____________________________$______________
 (Financier)


 Overdraft/Credit Card               Balance          Limit   Bank Accounts
 ____________________$___________ $__________                 ____________________________$______________
 ____________________$___________ $__________                 ____________________________$______________
 ____________________$___________ $__________                 ____________________________$______________
 (Financier and current Interest Rate)                        (Financier)

 Other                                                        Other
 ____________________$___________ $__________                 Home Contents              $______________
 ____________________$___________ $__________                 Superannuation             $______________
 ____________________$___________ $__________                 __________________________ $______________


 TOTAL LIABILITIES                           $_____________   TOTAL ASSETS                $_______________

 SURPLUS                                     $_____________




Template – Customer Enquiry Form.doc
                                                                NOTES
Current Requirements

Future Plans

Home Improvements

Personal

Investment

Other




Credit Issues



Conveyancer

Real Estate Agent

Accountant




 Loan Selector:           1=Low, 5=High
                       Interest Rates                                                      Loan Type
 Variable                     1        2      3    4     5          P&I                            Yes     /    No
 Fixed                        1        2      3    4     5          Interest Only                  Yes     /    No
 Lowest Possible              1        2      3    4     5          Approval required by
 Honeymoon                    1        2      3    4     5          Settlement Date
 Rate Lock                    1        2      3    4     5

                Loan Features                                                          General Features
 Repayment Frequency       Mnth              F/N    Weekly          Branch Banking             1       2   3      4     5

 Extra Payments               1        2      3    4     5          Phone Banking              1       2   3      4     5

 Redraw                       1        2      3    4     5          Internet Banking           1       2   3      4     5

 Offset                       1        2      3    4     5          Direct Credit              1       2   3      4     5

 Able to Switch               1        2      3    4     5          Salary Credit              1       2   3      4     5


The information recorded on this ‘Customer Enquiry Form’ is true and correct, and is provided for the
purpose of investigating my finance options – it is not a Loan Application.




_______________________________________                             _______________________________________
Signed                                 Dated_____/_____/_____       Signed                         Dated_____/_____/_____




Template – Customer Enquiry Form.doc

				
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