Finance Planning Secure Data Capture Form

- Lets get started
  
  simply tell us if this application is sole or joint and we will only ask you the questions that matter.
- Application
- 2. Personal Details
  
  Please complete all boxes where appropriate.
- Prefix
  Mr/Mrs/Miss/Ms
- Full Name
  
  First NameLast Name
- Mothers Maiden Name
- Nationality
- Status
- Mobile Number
  
  Phone Number
- Phone Number
  
  STDPhone Number
- E-mail
- Birthdate
  
  DayMonthYear
- Do you have dependent children?
- Ages
- 2.2 App2 Personal Details
  
  Please complete all boxes where appropriate.
- Prefix
  Mr/Mrs/Miss/Ms
- Full Name
  
  First NameLast Name
- Mothers Maiden Name
- Nationality
- Status
- Mobile Number
  
  Phone Number
- Phone Number
  
  STDPhone Number
- E-mail
- Birthdate
  
  DayMonthYear
- Do you have dependent children?
- Ages
- 3. Current Address
  
  We require at least three years residential history, please use extra space if you have a third address.
- Have you lived there for at least 3 years?
- Address
  
  Street Address
  
  Street Address
  
  TownCounty
  
  PostcodeCountry
- Moved in
  
  DayMonthYear
- Status
- Monthly rent/mortgage payment
- 3A. Previous Address
  
  We require at least three years residential history, please use extra space at the bottom of this form if you have a third address.
- Address
  
  Street Address
  
  Street Address
  
  TownCounty
  
  Postcode
- Moved in
  
  DayMonthYear
- Status
- 3.2 App2 applicant Address
  
  We require at least three years residential history, please use extra space at the bottom of this form if you have a third address.
- Same as applicant 1
- Have you lived there for at least 3 years?
- Address
  
  Street Address
  
  Street Address
  
  TownCounty
  
  PostcodeCountry
- Moved in
  
  DayMonthYear
- Status
- Monthly rent/mortgage payment
- 3.2A App2 previous Address
  
  We require at least three years residential history, please use extra space at the bottom of this form if you have a third address.
- Address
  
  Street Address
  
  Street Address
  
  TownCounty
  
  Postcode
- Moved in
  
  DayMonthYear
- Status
- 4. APP 1 Current Mortgage information (if applicable)
- Current Mortgage Lender
- Current Mortgage Amount
- Current Property Value
- 4A. Current Bank information
- Current Account Provider
- Approx Date Opened
  
  DayMonthYear
- 5. Income Details
- Employment Basis
- Job Title
- Employers/Trading Name
- Address
  
  Street Address
  
  Street Address
  
  TownCounty
  
  Postcode
- Phone Number
  
  STDPhone Number
- Start Date
  
  DayMonthYear
- Contract End date
  
  DayMonthYear
- If less than 1 year please state previous employer
- 5a. Income Details (Employed)
- Basic Salary
- Overtime
- Type
- Commission
- Type
- Bonus
- Type
- 5b. Sickness Benefit
- Your sickness benefit
- Other
- 5c. Income Details (Self Employed)
- Last Year Net Profit
- Second Year Net Profit
- Third Year Net Profit
- 5.2 App 2 Income Details
- Employment Basis
- Job Title
- Employers/Trading Name
- Address
  
  Street Address
  
  Street Address
  
  TownCounty
  
  Postcode
- Phone Number
  
  STDPhone Number
- Start Date
  
  DayMonthYear
- Contract End Date
  
  DayMonthYear
- If less than 1 year please state previous employer
- 5.2a. app2 Income Details (Employed)
- Basic Salary
- Overtime
- Type
- Commission
- Type
- Bonus
- Type
- 5.2b. APP 2 Sickness Benefit
- Your sickness benefit
- Other
- 5.2c. app2 Income Details (Self Employed)
- Last Year Net Profit
- Second Year Net Profit
- Third Year Net Profit
- 5d. Confirmation of income
  
  Please upload a scan or a photo of your most recent payslip and P60 if you have one. We will need to see the originals at some point but this will help us to understand how your income is made up.
- Upload income confirmation
  
  Upload a File
  
  Cancelof
- 6. Expenditure Details
- Do you own any other property?
- Please supply value and mortgages held on these properties
- 6A. personal loans
  
  tell us about any loans you have
- Do you have any personal loans?
- Loan 1
- Name held in
- Lender Name
- Monthly payment
- Balance Outstanding
- Will this loan be repaid prior to new mortgage starting?
- Loan 2
- Name held in
- Lender Name
- Monthly payment
- Balance Outstanding
- Will this loan be repaid prior to new mortgage starting?
- Loan 3
- Name held in
- Lender Name
- Monthly payment
- Balance Outstanding
- Will this loan be repaid prior to new mortgage starting?
- 6B. credit/store cards
  
  tell us about any credit cards (even if you don't have a balance or clear monthly).
- Do you have any Credit cards?
- Credit Card 1
- Name held in
- Lender Name
- Balance
- Monthly payment
- Will this balance be repaid prior to new mortgage starting?
- Credit Card 2
- Name held in
- Lender Name
- Balance
- Monthly payment
- Will this loan be repaid prior to new mortgage starting?
- Credit Card 3
- Name held in
- Lender Name
- Balance
- Monthly payment
- Will this balance be repaid prior to new mortgage starting?
- Credit Card 4
- Name held in
- Lender Name
- Balance
- Monthly payment
- Will this balance be repaid prior to new mortgage starting?
- 6c. Regular Expenditure
  
  Please answer each question even if you have to enter 0. If you are a First time buyer please simply add in your current expenses.
- Mortgage
- Rent
- Council Tax
- Gas
- Electricity
- Water
- Telephone
- TV/Satellite
- Child Maintenance
- Food
- Car/Travel
- Insurance
- School Fees
- Gym membership
- Holidays
- Spending money
- Total Expenditure
- 7. Credit History
  
  Please answer to the best of your knowledge.
- Have you (or partner) had a Court Order registered against you or are any such proceedings pending?
- Have you (or partner) made arrangements with creditors or been made bankrupt or are any such proceedings pending?
- Have you (or partner) been in excess of two monthly payments, in arrears with any credit or mortgage agreements or had a mortgaged property repossessed?
- Have you (or partner) been declined for any other loans or mortgages in the last 12 months?
- Have you (or partner) applied for a PayDay loan in the last 12 months
- 8. Loan Details
  
  Please supply details of your requirements.
- Purchase Price/Valuation
- Loan Amount
- Loan Term
- 9. Protecting your income
  
  Consideration will need to be given to how you will manage this loan under certain circumstances.
- Job Loss
- Short term sickness
- Long term sickness
- Death
- 10. Additional Information
  
  Please supply any additional information that you feel is relevant to your application.
- Please enter additional information here.
- All done...
  
  you can be assured that your information will be treated in accordance to the data protection act 1998. the only time we share your data is when we submit an application to a mortgage lender.
- Time
  
  DayMonthYearHourMinutesAM/PM Option
- Should be Empty:

Lets get started

2. Personal Details

2.2 App2 Personal Details

3. Current Address

3A. Previous Address

3.2 App2 applicant Address

3.2A App2 previous Address

4. APP 1 Current Mortgage information (if applicable)

4A. Current Bank information

5. Income Details

5a. Income Details (Employed)

5b. Sickness Benefit

5c. Income Details (Self Employed)

5.2 App 2 Income Details

5.2a. app2 Income Details (Employed)

5.2b. APP 2 Sickness Benefit

5.2c. app2 Income Details (Self Employed)

5d. Confirmation of income

6. Expenditure Details

6A. personal loans

Loan 1

Loan 2

Loan 3

6B. credit/store cards

Credit Card 1

Credit Card 2

Credit Card 3

Credit Card 4

6c. Regular Expenditure

7. Credit History

8. Loan Details

9. Protecting your income

10. Additional Information

All done...