Confidential Financial Planning Review

This confidential financial review will provide us with full details of your personal and financial situation, along with your aspirations for the future. It is important that time is taken to complete this review as accurately and as fully as possible, as our advice will be based on the information that you provide us with. The review is designed to be updated at regular meetings with your consultant in order that we can keep abreast of any changes to your personal circumstanceand inform you of any product developments. Naturally, any information that you provide will be kept in the strictest of confidences and will not be passed to any third parties.

 

Your Personal & Employment Details
 
  You Partner
Title
Name
Date of Birth
Nationality
Address
Correspondence Address
Home Telephone
Mobile Telephone
Office Telephone
Fax
Other telephone
Email address 1
Email address 2
Occupation
Employers Name and address
Do you intend changing careers in the next 12 months?
 
Your Financial Dependants
 
Name Age Relationship
 
Current Financial Position
 
  You Partner
Gross Annual Income
Source of Income
Expenditure
Amount available for financial planning
 

Assets
 
  You Partner Joint
Residence
Other property
Cash on deposit Location of deposit Interest rate (if known)
Shares
Other investments
 
Liabilities
 
  You Partner Joint
Mortgage
Loans
Credit cards
Overdrafts
 
Your retirement plans
 
  You Partner
Scheme provider
Type of plan
Value
Planned retirement age
Desired retirement income
Country that you plan to retire to
 
Protection
 
  You Partner
Life Policy details
Sum assured
Beneficiary
In trust? Y/N
Illness Policy details
Medical Expenses Policy details
 
Attitude towards investment risk
 
As a general rule, the investments that we recommend can fall as well as rise in value, with certain markets/sectors being more volatile than others. Historically though, equity based investments have produced a far greater return than other asset classes over the medium to long term. Please give serious consideration towards what you want your investment to achieve and what is an acceptable risk for you. The following questions will us to guide you towards a suitable investment strategy.
 
Would you prefer to make Portfolio Strategy decisions yourself, or would you prefer to entrust the decision to a professional Fund Manager?
 
Are you more interested in guaranteed/capital protection than the possibility of better returns?
 
Over what time scale are you willing to invest?
 
Will you be requiring any withdrawals? If so, when, how much and how frequently?
 
Do you have any ethical considerations as to where your money is invested?
 
Do you have a current will? If so, when was it last updated?
 
 
Your financial priorities
 
Please consider carefully which areas of your finances you would like us to focus on for you, by marking the options below. In addition, please give careful consideration to what monthly contribution you can comfortably afford. If you are investing a lump sum, it is important to leave sufficient in cash as an emergency fund.
 
  You Partner
Additional income from investments
Achieving Capital growth from your investments
Providing for a comfortable retirement
General savings
School Fees Planning
Life Protection
Illness Protection
Medical Expenses Cover
Offshore Cash Deposits
Mortgages
Share Dealing
 
 
Summary
 

Please reconfirm the amounts and currency that you are willing to invest and base our recommendations on:

 
 
Declaration
 
Please confirm that the information provided is, to the best of your knowledge, accurate and that you are happy for ThreeSixty Financial Inc. to provide you with investment advice based on this information.
 
       
Your Signature: _____________________ Date: _____________________
       
       
Partner's Signature: _____________________ Date: _____________________
       
       
Adviser’s signature: _____________________ Date: _____________________
 
 
Referrals
 
At Three Sixty Financial, we pride ourselves on the quality of our advice and ongoing client care. If you have been happy with the service that you have received, then you may have colleagues, family, or friends that may also benefit from our services. If you know of anyone who would like to speak to us, then please place their details below for us to contact them.
 
Name Telephone number Email address Occupation Location