Client meeting and completion date:
Monthly Expenditure/ Outgoings. Add here your monthly commitments, they only need to be approximate you can total the outgoings and then give a surplus income after all expenditure.
Jointly owned (assets that are held in joint names e.g main home, current account)
Assets in your name
Assets in your spouse/partners name
First loan
Second Loan
Third Loan
First Policy
Second Policy
Third Policy
Fourth Policy
First Account
Second Account
Third Account
Fourth Account
Fifth Account
Sixth Account
First Investment
Second Investment
Third Investment
Fourth Investment
Fifth Investment
Sixth Investment
First Pension
Second Pension
Third Pension
Fourth Pension
The risk a client is willing or unwilling to take is extremely important when considering how and where their money is invested.
INSTRUCTIONS
Please answer the following questions, which ask you about your thoughts, attitudes and experiences when making financial investment decisions. There are no right or wrong answers. They are to help us assess your attitude to risk in making investments.
Capacity for loss questions