Online Fact Find

Please complete the following on-line Fact Find as instructed by Firco.

The starting point of the mortgage process is to ‘know your customer’.

Our fact find is extensive to ensure that any proposal is suitable and appropriate for our client’s circumstances.

As well as taking account of a client’s personal and financial situation, our fact find covers broader attitudes and values, and level of experience and knowledge about risks associated with mortgages.

Before we begin, please confirm the following

I have not filed for bankruptcy, been issued a county court judgement (CCJ), had my home repossessed or entered into an individual voluntary arrangement (IVA) in the last 6 years.

In the past year, I have not taken a payday loan or defaulted on a mortgage, unsecured loan, credit card or bill payment.

Personal Details

Children & Dependants

Employment Details

Existing Property Details

Assets & Liabilities

Credit History

Budget

Existing Mortgage

Property Details

Mortgage Requirements

Mortgage Preferences & Attitude to Risk

Protection

Thank you for completing the fact find

Any additional comments

Client Declaration

The information provided in this fact find is complete and accurate to the best of my/our knowledge.

I/We have provided this information understanding that it is used to form the basis of any advice and recommendations made and that I/we are not under any obligation to take up any recommendations made.

I/We understand that recommendations may be made which involve a regular financial commitment or the investment of capital. Accordingly, I/we understand that I/we must be sure of my/our ability to meet that commitment having given consideration to all other expenditure and the provision for any emergencies, which may require access to funds.

I/We give permission for this information to be used for the preparation of my/our financial plan and understand that the mortgage recommendations will be based solely on the information supplied in this form.

I/We consent to receive any product brochures, technical specifications and any other relevant information on the products that the adviser may recommend electronically via email.

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