Harbour PTS Enquiry 2024

Enquiry
You are NOT being charged, Simply registering will allow us to revie. It is only to be used to submit key information extracted from an initial enquiry Fact Find and ATR that has been FULLY completed and signed by the individual making the enquiry about Grosvenor International Products and Services.

As the Consultant handling the enquiry and completing this form, you confirm that you have not, and will not give financial or investment advice, or communicate anything that may be construed as such to the client. You also confirm that you will not make any financial promotion (whether real time or non-real time) to you, that would invite or induce the client to enter into an agreement relating to a specific investment or service. Non-real time financial promotions can only be made if supplied by a suitably authorised individual.

You also confirm that the client has agreed for you to submit this form on their behalf, and that they consent to Grosvenor International sharing their information, and you have the clients acknowledgement that any information provided in response to this submission, does not constitute an offer to sell any financial product or investment, nor is it financial or investment advice.
Introducer, Advisor or Accountant*
E-mail Address*
example@example.com
Approx Pension amount?*
Date of Birth*

DayMonthYear
Client
First Name*
Last Name*
Date of arrival in Australia*

DayMonthYear
Date of Birth*

MonthDayYear
Date
Date Arrived in Australia*

MonthDayYear
Date
Date of Birth

DayMonthYear
N.I. Number*
Marital Status*
UK Resident?*
Nationality*
Telephone Number*
Home / Other Phone
E-mail Address*
Address Name / No.*
Address Street / Road*
Address Town / City
Address County / State
Notes
Upload if you wish?

Browse Files

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Address Post Code*
Address Country
Employment*
Occupation*
Does company offer a Company Pension Scheme?*
If yes, do you or your company currently contribute into the Scheme?*
Intended Retirement Age *
Are You In Good Health?*
How many dependents do you have?*

Income

Please do not refresh page or click browser and/or keyboard back button - please fill in ALL sections
Total NET monthly income:*
Total monthly essential outgoings*
Total monthly surplus income*
Total GROSS annual income:*
Likely changes to income or employment?*
If yes, please provide details of changes to income or employment
Is there an expected inheritance?*
If yes, how much is the inheritance?
Assets

Please enter the value of all assets - enter 0 if none, and indicate whether in Joint names
Home
Home Jointly Owned?
Other Property
Other Property Jointly Owned?
Investments
Investments Jointly Owned?
Savings
Savings Jointly Owned?
Other
Other Jointly Owned?
Total Value of Assets (not including pensions)*
Liabilities

Please do not refresh page or click browser and/or keyboard back button
Mortgage/s
Mortgage/s Joint?
Loans & Credit Cards
Other debts
Total Liabilities*

Pension Schemes - in consideration for restructure
Scheme 1 Name
Scheme 1 Value
Scheme 2 Name
Scheme 2 Value
Scheme 3 Name
Scheme 3 Value
Any others? Please detail
Total Value of Pensions in consideration*
Other Pensions - NOT in consideration for restructure
Other Pension 1 Type
Other Pension 1 Value
Other Pension 2 Type
Other Pension 2 Value
Total Value of Pensions NOT in consideration*
Add relevant notes regarding other pensions, e.g. what will be paid at retirement, monthly contribution, time held etc, if value is not known
Additional
If the client is also looking to raise capital, what is this needed for?
Any other comments or information (e.g. extra notes client has made or otherwise relevant to the clients enquiry)

Enquiry

Client

Income

Assets

Liabilities

Pension Schemes - in consideration for restructure

Other Pensions - NOT in consideration for restructure

Additional

Attitude to Risk Questionnaire