Client Update and Annual Review

Client Update and Annual Review
As our valued client, it is important we keep up to date with your personal and household circumstances.

Things in life change, so only reviewing your needs at remortgage time (every 2, 3 or 5 years for example) could leave gaps in your protection.

I would be most grateful if you would update us by taking a few minutes to complete these questions.

1) Has your relationship status changed (Married/Single/Divorced/Separated/Living together)?*
Please explain the changes in your relationship.
2) Do you have any new financial dependents?*
Please provide details of your new dependants such as Name and Date of birth.
3) Has your health changed significantly?*
Please provide details of the changes in your health.
4) Has your employment status, salary or work benefits changed?*
Please provide details of the changes in your employment.

5) Are you considering a career change (e.g. changing jobs or becoming self-employed)in the near future?*
Please detail the changes that you are considering.
6) Are you considering moving home, borrowing additional funds, or purchasing an investment property (Buy to Let)?*
Please details the changes that you are considering.
7) Do you have any new financial commitments or borrowing which might have an impact on any future mortgage/remortgage affordability?*
Please detail any new financial commitments.

8)      From the items below are there any areas that you would like us to review?

·       Life cover to protect your mortgage and/or family.

·       Critical illness Insurance to cover monthly payments or provide a lump sum to pay debts, medical bills or provide care

·       Income protection to provide cover for mortgage, household costs and commitments.

·       Buildings and contents cover to protect your home and personal belongings.
Things to review*
Please choose any of the areas that you would like us to review with you.

Life coverCritical illness InsuranceIncome protectionBuildings and contents cover