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MORTGAGE GAP-PROJECT FACT FIND

Please complete this fact find electronically if possible and email to: [email protected]

This section for internal use.

AFC / Professional Associate:
Email:
Date:

1. Mortgage Gap Loan

Loan Required	Rs.
Address of Property to be
Purchased	Rs.
Postcode	Rs.
Purchase Price	Rs.
Mortgage Arranged	Yes No
With Whom
Amount	Rs.

2.Applicant Details

	First Applicant	Second Applicant
Title	Male Female	Male Female
Surname
First Name(s)
Previous Name(s)
Nationality
Date of Birth (dd/mm/yy)
Marital Status
Applicant Relationship
Dependents	No. Ages	No. Ages
Current Address
Postcode
Telephone Number
Mobile Number
Date moved in to current address
If at Current Address Less than Three Years Previous Address
Anticipated Changes to Circumstances,If yes Please Specify

3. Income Details

	First Applicant	Second Applicant
Occupation
Employment Status	Employed Self-Employed Director Shareholder Pensioner	Employed Self-Employed Director Shareholder Pensioner
Salaried Employment Please complete the Following
Is your job?	Full-Time Part-Time	Full-Time Part-Time
Employment Contract	Permanent Temporary	Permanent Temporary
Time in employment	Years	Years
Employed Basic Income	Rs	Rs
Guaranteed Additional (pa) -Overtime/Bonus etc.	Rs	Rs
Regular Additional (pa) -Overtime/Bonus etc.	Rs	Rs
Other Income (Please Specify)	Rs	Rs
Employers Address
Expected Retirement Age
Self-Employed Please complete the Following
Are Accounts Available	Yes No	Yes No
How many Years?
Net Profit Last Year	Rs	Rs
Previous Year	Rs	Rs
The Year Before That	Rs	Rs
Other Income (Please give amounts and details)

4. Savings

	First Applicant	Second Applicant
Cash Deposits	Rs	Rs
Investments	Rs	Rs

5. Existing Financial Commitments/Adverse Credit

First Applicant	Second Applicant
Purpose Monthly Current Balance	Purpose Monthly Current Balance
Unsecured Loans	Unsecured Loans





secured Loans	secured Loans





Other Regular Payments	Other Regular Payments

	First Applicant	Second Applicant
Any of the above loans in default or arrears	Yes No	Yes No
If Yes Please Detail(Loan and amount)
Ever had a mortgage or loan application refused?	Yes No	Yes No
Are there CCJ/IVA registered against you or your company?	Yes No	Yes No
Have you ever been bankrupt?	Yes No	Yes No
Have you ever had a property repossessed?	Yes No	Yes No

6. Existing Residential Property

	Both Applicants
Advised Value
Current Lender
Mortgage Outstanding
Term Remaining	Years
Monthly Payment	Rs.
Capital Outstanding
Highest Arrears in last 36 months
Is this Property Being Marketed?
If so With Whom?

7. Declaration Do not sign this declaration unless you are entirely satisfied. If you have any questions or are not satisfied with any aspect, please ask for assistance before signing this document or any other mortgage form.

I/We agree that this fact find is a true record of my/our circumstances. I/We accept that this fact find relates only to mortgages and is not a fact find for investment advice regulated under the Financial Services and Markets Act. I/We confirm that the personal and confidential information provided by me/us can be disclosed by the firm for the purpose of arranging a Gap loan on my/our behalf and that I/We have read the completed fact find before signing below.

First Applicant Signature:

Date:

Second Applicant Signature:

Date: