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Main contents | Introduction | Financial Objectives | Attitude to Risk | Personal Details | Children & Other Dependants | Professional Advisers | Employment Details | Estate Planning | Income | Expenditure | Assets | Employee Benefits | Trusts | Liabilities


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Personal Details

 

SELF

SPOUSE/PARTNER

First Name(s)

 

 

Surname

 

 

Title

 

 

Address

 

 

 

Postcode

 

 

How long at this address

 

 

Telephone

Home
Work
Mobile

 

 

Fax

 

 

E-mail

 

 

Date of Birth

 

 

Marital Status

 

 

Nationality

 

 

NI Number

 

 

Tax District

 

 

Tax reference

 

 

Current tax rate

 

 

Current tax code

 

 

How is Married Couples
Allowance, if any, apportioned

 

 

Marital Status

 

 

Is your general health

Good/Average/Poor

Good/Average/Poor

Do you smoke?

Smoker/Non-smoker

for less/more than 12 months

Smoker/Non-smoker

for less/more than 12 months

What is your average daily consumption of alcohol

 

 

Do you suffer from any disability:

Temporary
Long-Term

 

 


REMEMBER You should not use any information contained on this page as the basis of any action until you have discussed matters with your financial adviser.


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