Fields marked * are requiredPERSONAL INFOFirst NameLast NameCo Borrower First NameCo Borrower Last NameEmail AddressPhone NumberBorrower NationalityCo-Borrower NationalityMarital StatusNumber of dependents, children or otherHow did you hear about us?PROPERTY DETAILSLoan Purpose-select-PurchaseRefinanceEquity ReleasePostfinanceAmortization Type-select-RepaymentInterest OnlyPurchase priceLoan AmountPurchase locationLoan Term (Length)Renovation costPersonal ContributionProperty Type-select-HouseApartmentPlot of landLTVNotary fees Occupancy-select-PrimarySecondaryBuy to LetRateAgent fees Leaseback or Classic?-select-LeasebackClassic FreeholdEst. Closing DateTotal CostTotal Funds for purchaseEQUITY RELEASECurrent Monthly PaymentApproximate valueYear Property AquiredProperty Original CostADDRESS – PROPERTY TO BE MORTGAGEDProperty Street 1Property Street 2Property CityProperty StateProperty ZipProperty CountryEMPLOYMENT – BORROWER 1 + BORROWER 2 DETAILSEmployment Borrower-select-employedself-employedcontracterBorrower EmployerBorrower TitleBorrower Emp CityBorrower Yrs at EmployerBorrowers Previous Occupation if less than 2 yearsBorrower Yrs in line of workIncomeBorrower Please select a base currency-select-EurosPoundsUS DollarsAUDOther currencyIf other currency, please state whichBorrower Basic Annual IncomeBorrower Commissions for last 3 yearsBorrower Average Bonus for last 3 yearsBorrower Average Dividends for last 3 yearsBorrower Pension IncomeBorrower Other IncomeBorrower Rental IncomeBorrower Future Rental IncomeBorrower TOTAL INCOMEEmployment Co-borrower-select-employedself-employedcontracterCo-Borrower EmployerCo-Borrower TitleCo-Borrower Emp CityCo-Borrower Yrs at EmployerCo-Borrowers Previous Occupation if less than 2 yearsCo-Borrower Yrs in line of workIncomeCo-Borrower Please select a base currency-select-EurosPoundsUS DollarsAUDOther currencyIf other currency, please state whichCo-Borrower Basic Annual IncomeCo-Borrower Commissions for last 3 yearsCo-Borrower Average Bonus for last 3 yearsCo-Borrower Average Dividends for last 3 yearsCo-Borrower Pension IncomeCo-Borrower Other IncomeCo-Borrower Rental IncomeCo-Borrower Future Rental IncomeCo-Borrower TOTAL INCOMEAMOUNT OF RENT YOU PAYASSETS + LIABILITIESPROPERTYProperty 1Address of propertyCurrent valueUse of property-select-Main residencerental propertysecond homeName of lenderMonthly paymentDate loan beganInitial loan amountInitial loan termOutstanding capitalRental income per monthProperty 2Address of propertyCurrent valueUse of property-select-Main residencerental propertysecond home-Name of lenderMonthly paymentDate loan beganInitial loan amountInitial loan termOutstanding capitalRental income per monthProperty 3Address of propertyCurrent valueUse of property-select-Main residencerental propertysecond homeName of lenderMonthly paymentDate loan beganInitial loan amountInitial loan termOutstanding capitalRental income per monthProperty 4Address of propertyCurrent valueUse of property-select-Main residencerental propertysecond homeName of lenderMonthly paymentDate loan beganInitial loan amountInitial loan termOutstanding capitalRental income per monthLOANSLoan 1Type of loanName of lenderMonthly paymentDate loan beganInitial loan amountInitial loan termOutstanding balanceLoan 2Type of loanName of lenderMonthly paymentDate loan beganInitial loan amountInitial loan termOutstanding balanceLoan 3Type of loanName of lenderMonthly paymentDate loan beganInitial loan amountInitial loan termOutstanding balanceLoan 4Type of loanName of lenderMonthly paymentDate loan beganInitial loan amountInitial loan termOutstanding balanceINVESTMENTSInvestments 1Type of investmentName of bank, insurer, financial bodyCurrent balanceValue at maturityMonthly amount investedInvestments 2Type of investmentName of bank, insurer, financial bodyCurrent balanceValue at maturityMonthly amount investedInvestments 3Type of investmentName of bank, insurer, financial bodyCurrent balanceValue at maturityMonthly amount investedInvestments 4Type of investmentName of bank, insurer, financial bodyCurrent balanceValue at maturityMonthly amount investedADDITIONAL SERVICES (YES/NO)Tax AdviceLegal AdviceUK Real EstateFrench Real EstateHouse InsuranceHealth InsuranceLife InsuranceAssurance-ViePrivate BankingFinancial InvestmentsCurrencyCorporate FinanceDevelopment FinanceIFA Review
