MFS

Fact Find

 

  About you About Your Spouse/Partner
Title
Firstname
Surname
Sex Male Female Male Female
Date of Birth day / month / year day / month / year
Email
House name/number
Address
Town
County
Postcode
Daytime Number
Evening
Mobile
Occupation
Employment Employed Self Employed Employed Self Employed
Company Director Retired Company Director Retired
Marital Status Married Single Married Single
Divorced Widowed Divorced Widowed
Do you have any children? Yes No Yes No

About your home  
Do you own a property Yes No
If yes, what is the approximate value? £
Do you have a mortgage? Yes No
If yes, how much is outstanding? £

About your savings About you About Your Spouse/Partner
Deposits
Bank/Building Society savings
£
£
TESSAs
£
£
National Savings
 £
£
Guaranteed Bonds £ £
Investments Government Stocks (Gilts) £ £
Shares £ £
Unit Trusts/
Investment Trusts		 £ £
Personal Equity
Plans (PEPs)		 £ £
Individual Savings Account (ISAs) £ £
Investment Bonds £ £
Others (please specify)
£
£
£
£
£
£
£
£

Regular Savings About you About Your Spouse/Partner
What is the amount? £ pa £ pa

About your income About you About Your Spouse/Partner
Earned Income (before tax) £ pa £ pa
Paid by:      
Pension Income (before tax) £ pa £ pa
Investment Income (before tax) £ pa £ pa

About your future income About you About Your Spouse/Partner
Are you contributing to a pension? Yes No Yes No
If so what type?
Employer's
Personal
Employer's
Personal
AVC/FSAVC
AVC/FSAVC

Your financial objectives About you About Your Spouse/Partner
Maximise Income
Capital Growth
Retirement Planning
Inheritance Tax Planning
Offshore Investments
Provision for Long Term Care
Other (please specify)

Financial Advice About you About Your Spouse/Partner
Do you have an existing financial adviser? Yes No Yes No
If yes, What is their name?

Please mark your attitude to investment risk on the following scale
About you
About Your Spouse/Partner
Low Balanced High
Low Balanced High

 
Amount currently available for investment About you About Your Spouse/Partner
How much do you want to save? £ £
Lump Sum £ £
Regular Saving £ £
Per month Per annum Per month Per annum
Where is it now?
When is it available?

Over what period? About you About Your Spouse/Partner
Number of years 0-5 5-10 10+ 0-5 5-10 10+

Any other comments or information that may be useful to us.