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LoaINIINFOIRMATIONS REQUIRED FOR APPLYING

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					  LoaINIINFOIRMATIONS             REQUIRED        FOR        APPLYING    THFORMATIONS   n
  INFORMATIONS REQUIRED FOR APPLYING THE LOAN



I PURPOSE OF LOAN
  n Purchase of an existing property

   Building of a new property      To repay existing loan

  n Purchase of a new property n Purchase of land for construction n

  n Renovation/Improvement  Purchase of an existing property + improvements

    Other use (please specify) : EQUITY RELEASE, etc…




  Joint applicants should complete both sections.

  First applicant n Mr n Mrs n Miss n S.C.I. (Please give the name)

  Surname :                          First names :

  If married, maiden name :

  Address :

  Town :                       Country :                          Post Code

  Fax number :                             Telephone number :

  E-mail :                                 Date of birth :

  Nationality:

  Passport Number:

  Marital Statusn Single n Married n Widowed n Divorced n Separated

  Number of dependent children:             Their ages :

  Other dependants (please specify) :

  For what percentage of the loan will you take out life assurance ?      %
  Second applicant n Mr n Mrs n Miss

  Surname : First names :

  If married, maiden name :

  Address :

  Town :                                      Country :

  Post Code :

  Telephone number :                          Fax number :

  E-mail :                                    Date of birth :

  Nationality :

  Passport Number :

  Marital Status n Single n Married n Widowed n Divorced n Separated

  Number of dependent children :              Their ages

  Others dependants (please specify) :

  For what percentage of the loan will you take out life assurance?     %




I Employment details
                    - (IF SELF-EMPLOYED, PLEASE ANSWER BELOW INSTEAD) -

  1st APPLICANT: Name of present employer or occupation :

  Telephone number :

  Employer’s address :

   Date started :

  Position held :

   Previous occupation if current position held less than two years :




  2nd APPLICANT: Name of present employer or occupation :

  Telephone number :

  Employer’s address :
Date started :

Position held :

Previous occupation if current position held less than two years :




I Self-employed

1st APPLICANT:

Nature of business :

Telephone number :

Company Name

Address :

How long established ?

How long under your control ?

TURNOVER / GROSS PROFIT / NET PROFIT :

2nd APPLICANT:

Nature of business:

Telephone number :

Company Name

Address :

How long established ?

How long under your control ?

TURNOVER / GROSS PROFIT / NET PROFIT:
I Financial details
                                                    First Applicant /// Second Applicant

   ANNUAL INCOME BEFORE TAX:

   Salary/wage/pension

   Rental income

   Investment income

   Maintenance received

   Other income (please specify)




I Statement of assets
                                                    First Applicant /// Second Applicant

   Value of property(ies) owned, please specify :




                                                    First Applicant /// Second Applicant

   Investments held, please specify :




   Have you got bank in France? in Switzerland ?




I Use of property to be purchased (or already purchased)
   n Main home n Holiday home

   n Buy to let (unfurnished) n Holiday home and possible rental

   n Other, please specify :
 I Address of the property (if already known)
    Adress

    Town :                                       Post Code :

    At what date do you expect the deed of sale to be signed?

    Person for our valuer to contact e.g. agent, vendor...:

    Telephone :


I Notary in charge (if already known)
    Name :

    Address :

    Post code :

    Town : Telephone number :

    Fax number :




 I For the existing property you will buy:
    n Apartment n House

    Living area:               sqm

    Condition of property: Good n Poor n

    Purchase price : ............................................. €

    Renovation works (if applicable) ........................................................€

    TOTAL €




 I If the loan requested is for a refinance or equity release
    Year of purchase :                                    Original purchase price: €

    Approximate market value now: €
   Name and address of lender (if applicable ) :

   Initial term :

   Current interest rate :

   Monthly repayment : ............................................................... £ n € 

   Initial mortgage amount :

   Current balance outstanding : ............................................... £ n € 




I Present Home
   RESIDENTIAL STATUS (tick the correct box please)

   n OWNER OCCUPIER n TENANT n OTHER n

    RENT PAYABLE £ ......................... n MONTH n YEAR (all charges included)

   If other, please provide details of present accommodation :




I Monthly commitments (please mention ALL loans or
mortgages including rental properties)
   First Applicant /// Second Applicant

                                              Lender / Date of final /monthly payment / outstanding capital

   Existing mortgage

   Other loans

   Credit cards / Balance cleared monthly n Yes n No

   Maintenance paid




I Planning your project
   Amount / Term (years) / Type of mortgage required

   Deposit: n

   Type of mortgage:
 Fixed interst rate mortgage

        Variable interest rate mortgage

    Only interest loan (if possible, depend on different criteria)




FINANCIAL PLAN

Costs:

Property purchase price (without fees) :

Notary fees :

Agent Fees :




Personal contribution (deposit):




First Applicant                            Second Applicant

Date:                                      Date:

Signature :                                Signature :

				
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posted:4/13/2014
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