Real Estate Asset Planning Form

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Email* This field is required.This field is required
example@example.com
2
How many property in Singapore do you currently own?Property ownership under your name
0
1
2
3
More than 3
3
How many mortgage loan do you currently have?Mortgage loan under your name
0
1
2
3
More than 3
4
Do you have plans to sell any of your existing property?(within the next 12 months)
Yes
No
Maybe
5
Do share more about your plans or considerations
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Large
Normal
Small
Ok
Ok
6
Would you like us to do an evaluation of your current property to find out how you could restructure to cash out, refinance or decouple?We will use our tech tools to evaluate your current property and advise you on the best restructuring structure
YESNO
7
Current Property Type?
HDB
Condo/Apartment
Landed House
Commercial (Office)
Industrial
Others
8
For residential, please indicate number of bedroom (s)
example: 3
9
Size of Unit (please indicate in square feet (sqft) or square metres(sqm))
example: 1000 sqft or 400 sqm
10
Address of PropertyPlease provide full address for a bank valuation report
Block and Street
Property Name and Unit Number
Postal Code
11
When did you buy this propertyPlease estimate if you are unsure. This is to check on SSD and MOP
DD-MM-YYYY
Day
Month
Year
12
Expected Selling PricePlease indicate a realistic selling price for a more accurate calculation. Leave blank if unsure
13
Current Outstanding Mortgage Loan (if any)Please check with your loan provider on your outstanding loan amount
14
CPF amount used for existing property and accrued interest (if applicable)To calculate sales proceeds, if any.
Your CPF used plus Accrued Interest
Your co-owner CPF used plus Accrued Interest (if applicable)
15
Are you a Singapore Citizen?For asset planning and tax calculation purposes
Yes, I am
No, I am a Singapore Permanent Resident
No, I am a foreigner
16
What is your Nationality?For asset planning and tax calculation purpose
17
What is your age?For asset planning and loan assessment
age in years
18
What is your current CPF Ordinary Account (OA) Balance?Please obtain records from www.cpf.gov.sg - Ordinary Account
19
What is your current cash available (for property purchase)Investment amount set aside for property purchase
20
Your Monthly Declared IncomeFixed & Variable Monthly Income
Monthly Declared Fixed Salary (Excluding variable income, bonus, commission, etc)
Any other average monthly variable income? (Eg, rental income, dividend, variable income, bonus (on monthly basis; yearly bonus divided by 12))
21
Your Monthly Loan Obligations (if any)For Total Debt Servicing Ratio (TDSR) Calculation
Total number of active credit card
Monthly car loan repayment (if any)
Monthly mortgage loan repayment (excluding existing property to be sold within the next 6 months)
Other monthly loan repayment (if any)
22
What is your marital status?For asset planning and loan assessement
Single
Married
Planning to get married
Others
23
Would you like us to do an evaluation of your current property to find out how you could restructure to cash out, refinance or decouple?Do you want to include a joint applicant (your spouse / partner) for Asset Planning?
YESNO
24
Are your joint applicant a Singapore Citizen?For asset planning and tax calculation purposes
Yes, joint applicant is a Singaporean
No, joint applicant is a Singapore Permanent Resident
No, joint applicant is a foreigner
25
What is your joint applicant Nationality?For asset planning and tax calculation purpose
26
How many Singapore property does your joint applicant currently own?Singapore property ownership under joint applicant name
0
1
2
3
More than 3
27
How many mortgage loan does your joint applicant currently own?Mortgage loan under joint applicant name
0
1
2
3
More than 3
28
What is your joint applicant age?For asset planning and loan assessment
age in years
29
What is your joint applicant current CPF Ordinary Account (OA) Balance?Please obtain records from www.cpf.gov.sg - Ordinary Account
30
Your Joint Applicant Monthly Declared IncomeFixed & Variable Monthly Income of your joint applicant
Monthly Declared Fixed Salary (Excluding variable income, bonus, commission, etc)
Any other average monthly variable income? (Eg, rental income, dividend, variable income, bonus (on monthly basis; yearly bonus divided by 12))
31
Your Joint Applicant Monthly Loan Obligations (if any)For Total Debt Servicing Ratio (TDSR) Calculation
Total number of active credit card
Monthly car loan repayment (if any)
Monthly mortgage loan repayment (excluding existing property to be sold within the next 6 months)
Other monthly loan repayment (if any)
32
Kindly share with us the type of property that you are interested inAny requirements and preferences (Type of property, number of bedrooms, size, investment or own-stay)
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Large
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Small
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Ok
33
Name
First Name
Last Name
34
Please confirm your Mobile Number* This field is required.We will be in touch with you on your Asset Financial Planning
Mobile Number
Should be Empty: