Finance Fact-Finding Form

YLS Client Centre

Disclaimer:

We will insert the disclaimer here. We need to decide if we will use a pop up or potentially do the disclaimer at the end before they submit the form. This is a discussion point. ****

Personal Details

Title:

First Name

Last Name

Gender

Date Of Birth

Marital Status

Phone Mobile Number

Preferred Email Address

Dependants if any:

First Name

Last Name

Date Of Birth

First Name

Last Name

Date Of Birth

First Name

Last Name

Date Of Birth

First Name

Last Name

Date Of Birth

Addresses within the last 3 years

Housing Situation

Address

Date Moved In (if less than 3 yrs)

Previous Address Details

Employment:

Disclaimer:

Employment Type

Employment Status

Start Date

Job Title

Basis or?

Employer

Employer Address

Income Type

Income Amount (if less than 3yrs)

Previous Employer Details

Full Name

Phone Number

Address

Full Name

Phone Number

Address

Credit History:

Loans up to date?

Yes No

Are ou a tax resident of a foreign country

Yes No

Credit History:

Do you anticipated changes (other than retirement) to your - etc.

Yes No

Assets

Property

Address

Value

O/O, or Inv

Who's on Title

Rental Income

Home Content

Savings acct

Offset Acct

Bus Acct

Motor Vehicle

Value

Year

Make

Who Own

Value

Superanuation

Value

Fund?

Who

Liabilities

-Credit Card

Lender

Limit

Balance Owing

Who's

HECS

Owing

Repayment

Maintenance

Amount

Mortgage

How Much Owing

Repayments

P&1 or 1/0

Fixed or Variable

Interest Rate

Redraw

Lender

ATO Debt

How Much Owing

Repayments

Who's Debt

Commercial / Business Loan

Lender

Owing

Term

P&1 or 1/0

Fixed or Variable

Repayments

Personal Loan

Lender

Owing

Repayments

Who's Loan

Cas Loan

Lender

Owing

Repayments

Other Loans

Lender

Owing

Repayments

Other Income

e.g Centre Link