Clone of Purchaser Questionnaire

Purchaser Questionnaire

Complete this purchaser questionnaire based on the referenced PDF. Include all requested property, finance, buyer, stamp duty, referral, amendment, source of funds, third-party, nominee, and PEP details. Exclude costs agreement/boilerplate.
Property, Purchase, Finance
Property address being purchased

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Purpose of buying
Ownership structure
Share 1 (%)
Share 2 (%)
Payment method
Name of the banker/broker
Phone Number of the banker/broker
Please enter a valid phone number.Format: 0000 000 000.
Email of the banker/broker
example@example.com
Estimated loan amount
Are the buyers individual or company?
Buyer Details - Client 1
Title

Other
Full legal name

First NameMiddle NameLast Name
Date of birth

DayMonthYear
2 digit day, 2 digit month, 4 digit yearDate
Company name and trust deed details
Physical address before settlement

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Physical address after settlement

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
First home buyer status
Email
example@example.com
Phone
Please enter a valid phone number.Format: (000) 000-0000.
Stamp Duty Declaration status
Buyer Details - Client 2
Title

Other
Full Legal Name

First NameMiddle NameLast Name
Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Company Name and Trust Deed Details
Physical Address Before Settlement

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Physical Address After Settlement

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
First Home Buyer Status
Email
example@example.com
Phone
Please enter a valid phone number.Format: (000) 000-0000.
Relationship with Buyer 1
Stamp Duty Declaration Status
Referral, Purchase Status, Amendments
How did you hear about us?

Other
Friends/Family name
Broker/Banker name
Real Estate Agent name
Current purchase status
Auction date

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Are you simultaneously selling property or relying on sale proceeds to fund the purchase?
Are you related to the Vendor?
Requested amendments

Other
Cooling off period (days)
Settlement period
Other amendments or comments
Source of Funds, Third Party, PEP
Source of funds / source of wealth

Other
Property address (sale of another property)
Lender
From whom & relationship
Country
Other source details
Are you buying on your own behalf or as nominee/agent?
Full name and relationship (if acting on behalf of another)
Will any non-purchaser contribute to settlement funds?
Contributor details
Will anyone other than the registered owner(s) live in or use the property?
Occupier / user details
Politically exposed person (PEP) status
Should be Empty:

Purchaser Questionnaire

Property, Purchase, Finance

Buyer Details - Client 1

Buyer Details - Client 2

Referral, Purchase Status, Amendments

Source of Funds, Third Party, PEP