Investor Onboarding Form
Please complete as this is a legal requirement.
Section 1 - About Your Criteria
Name as appears on ID
*
First Name
Last Name
Preferred correspondence name (If you have a preferred or English name for use in emails)
*
First Name
Last Name
Mobile Phone / Whatsapp Number
*
Email
*
example@example.com
What Strategy are you interested in?
Single Let
HMO
Capital Flip (selling for a profit)
Serviced Accommodation
What is your target tenant?
Families
Students
Professionals
Benefit / Social tenants
What areas are you interested in?
Some great investment areas give low yields but history shows that their value increases over time. (for example London or the South east)
What is most important to you?
Capital Appreciation?
Cashflow?
What is the lowest gross yield that works for you?
up to 6%
6%-7%
7%-8%
8%+
What is you preferred purchasing method?
Mortgage
Cash
Both
If you selected 'both'. What point do you start buying with mortgages? eg above £100k
What is your preferred property price?
up to £75k
£75k-£100k
£100k-£150k
£150k+
What is the minimum lease term you would consider
100 years
150 years
800 years (Virtual Freehold)
I don't mind / I can always extend
We are committed and fully compliant deal sourcing agents. We are investors ourselves and understand the struggles and hurdles which you will face. Especially being overseas. We are with you until the end. Ensuring your asset performs well. As a result we charge a procurement fee. Not a sourcing fee. We are excited to start working with you and look forward to sharing your UK property Investing journey.
Section 2 - More information about you (for AML)
Date Of Birth
-
Month
-
Day
Year
Date
National Insurance Number or HKID Number
Your Home Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Limited Company Name
Company Number
Registered Business Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Photo ID (Verified and less than 3 months old)
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Choose a file
Please Upload Driving Licence or Passport Photo in PNG or JPG
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of
Proof of Funds (Verified and less than 3 months old)
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Choose a file
Please upload evidence of Source of Funds - eg bank statement
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of
Proof of Address (Of Purchasing Entity, Verified and less than 3 months old)
Browse Files
Drag and drop files here
Choose a file
Please upload Proof of Address - eg bank statement, utility bill, tax document
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of
Please review
I declare that the information given on this form is correct and complete.
I understand that if I give false or misleading information or omit information it may be regarded as a criminal offence and action could be taken against me including prosecution.
I understand that the information provided will be used for anti money laundering purposes. It may also be checked now or in future with other depratments, and with other outside organisations as allowed by law, to verify the information and/or to prevent fraud and protect public funds
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